Martina Beckum
Martina Beckum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 10 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
15245 Shady Grove Road, Suite 240, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martina works as an associate/employee for Lee Sipe and Associates and Serving Those Who Serve (STWS), both support companies. She is responsible for processing paperwork and client service, dedicating about a quarter to about half of her time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Morgan StanleyBroker
State Registrations1 state
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