CM
CFP
CM
CFP

Christopher Martin

21 Years of Experience
BrokerSells Insurance

Christopher Martin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Exton, PA, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

415 Eagleview Blvd, Suite 110, Suite 110, Exton, PA, 19341

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is an insurance agent selling life insurance since 2004, dedicating minimal time to this activity. He also works full-time as an investment advisor representative at AdvisorNet Wealth Management and as a Director of Financial Planning at Brumbaugh Wealth Management, LLC, both since 2021.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 10 mos
Advisornet Wealth Partners
December 2022 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
July 2021 - Present · 4 yrs 9 mos
Cetera Wealth Services, LLC
July 2021 - Present · 4 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2021 - June 2023 · 1 yr 11 mos
Lincoln Financial Advisors Corporation
February 2021 - July 2021 · 5 mos
Lincoln Financial Advisors CorporationBroker
February 2021 - July 2021 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - January 2021 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - January 2021 · 6 yrs 4 mos
Metlife Securities INC.
May 2008 - August 2014 · 6 yrs 3 mos
Metlife Securities INC.Broker
June 2004 - August 2014 · 10 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
June 2004 - July 2007 · 3 yrs 1 mo
State Registrations2 states
PATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.