Stephanie Martin
Stephanie Martin is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ocala, FL, with 11 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
2201 SE 30th Ave, Ste 201, Ocala, FL, 34471
Get directionsHistory
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 Activities
Stephanie works as a registered representative for Independent Financial Partners since 2020, dedicating about half her time. She is also an independent contractor for Reveille Wealth Management since 2022, dedicating about a quarter of her time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations25 states
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.