CM
CFA
CM
CFA

Collin Martin

15 Years of Experience
San Diego, CA

Collin Martin is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 15 years of industry experience. Collin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

655 W Broadway 12th Fl, San Diego, CA, 92101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2024 - Present · 2 yrs 1 mo
Cetera Investment Management LLC
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
First Allied Asset Management, INC.
May 2011 - October 2015 · 4 yrs 5 mos
First Allied Securities, INC.
October 2010 - July 2012 · 1 yr 9 mos
State Registrations2 states
CAOH
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.
Collin Martin - Financial Advisor | TrueAdvisor