RM
RM

Raymond Martens

15 Years of Experience
Orlando, FL
1 DisclosureBroker

Raymond Martens is a registered investment advisor at TD Private Client Wealth LLC, based in Orlando, FL, with 15 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
449 advisors
Number of Clients
25,685 clients
Average Client Portfolio
$321K average
Assets Under Management
$8.3B

Fee Structure

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

TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.

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Location

301 East Pine Street, 10th Floor, Orlando, FL, 32801

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History

Regulatory History (1)
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Criminal
April 1986
Final Disposition
Employment History
Current Registrations
TD Private Client Wealth LLC
May 2024 - Present · 2 yrs
TD Private Client Wealth LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
TD Ameritrade, INC.
January 2008 - January 2021 · 13 yrs
TD Ameritrade Investment Management, LLC
January 2008 - December 2020 · 12 yrs 11 mos
TD Ameritrade, INC.Broker
December 2007 - January 2021 · 13 yrs 1 mo
State Registrations1 state
FL
Advisor

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.