Brian Martin
Brian Martin is a registered investment advisor at Cetera Investment Advisers LLC, based in Valencia, CA, with 18 years of industry experience. Brian 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
Firm Size
IM Fee
Assets Under Management
Location
25128 Avenue Tibbitts #150, Valencia, CA, 91355
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian spends nearly full-time hours at Martin & Company providing accounting services and tax preparation. He also dedicates a few hours per week as an agent for Avantax Insurance Agency, potentially selling various annuity and insurance products. Additionally, Brian is involved in the management of Martian Enterprises, BS Partners, and BSMJ Properties, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations27 states
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