Craig Martin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 14 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
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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.
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Craig works as support staff for HR and business operations at 7200 Tax Partners, a CPA firm. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Kawg&f Financial Planning Group LLC
Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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