RM
RM

Randy Martin

20 Years of Experience
Chambersburg, PA
Broker

Randy Martin is a registered investment advisor at LPL Financial LLC, based in Chambersburg, PA, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

1105 Sheller Ave, Chambersburg, PA, 17201

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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 Activities

Randy operates under the DBA Randy L Martin since 2010.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 7 mos
LPL Financial LLC
December 2010 - Present · 15 yrs 7 mos
Previous Registrations
LPL Financial CorporationBroker
December 2010 - December 2010 · 0 mos
LPL Financial Corporation
December 2010 - December 2010 · 0 mos
Uvest Financial Services Group, INC.
May 2010 - December 2010 · 7 mos
Uvest Financial Services Group, INC.Broker
May 2006 - December 2010 · 4 yrs 7 mos
Primevest Financial Services, INC.Broker
March 2006 - May 2006 · 2 mos
State Registrations9 states
MDNCNYOHPASCTXVAWV
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.