Richard Martin
Richard Martin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Albany, GA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2549 Lafayette Plaza, Ste 101, Albany, GA, 31707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is an executive member and director of Lily Pad Center, a non-profit, spending minimal time on oversight and fundraising. He is also an officer (Vice President) at Pentas Wealth Management, dedicating about 10-20% of his time to providing advisory services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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