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CFP

Christopher Martin

Cetera Investment Advisers LLC
22 Years of Experience
Exton, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Christopher Martin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Exton, PA, with 22 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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 · 3 yrs 4 mos
Advisornet Wealth Partners
December 2022 - Present · 3 yrs 10 mos
Cetera Wealth Services, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Cetera Wealth Services, LLC
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2021 - June 2023 · 1 yr 11 mos
Lincoln Financial Advisors CorporationBroker
February 2021 - July 2021 · 5 mos
Lincoln Financial Advisors Corporation
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.
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