Martin Tadman is a registered investment advisor, based in Irvine, CA, with 17 years of industry experience.
Location
9870 Research Drive, Irvine, CA, 92618
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Regulatory History (1)
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Employment Separation After Allegations
August 2013Other Business ActivitiesSells Insurance
Martin is an investment advisor representative, an independent insurance agent for various companies (dedicating about a quarter of his time), a lessor of office space, and a real estate owner. He also owns a DBA.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
March 2020 - Present · 6 yrs 6 mos
Cooper Mcmanus
November 2013 - Present · 12 yrs 10 mos
Previous Registrations
Securities America, INC.Broker
September 2013 - March 2020 · 6 yrs 6 mos
LPL Financial LLCBroker
March 2012 - September 2013 · 1 yr 6 mos
Parsonex Securities, INC.Broker
October 2010 - March 2012 · 1 yr 5 mos
PFS Investments INC.Broker
September 2008 - September 2010 · 2 yrs
State Registrations15 states
AZCAFLIDILMDMIMTNCNDORPATXUTWA
AdvisorBrokerBoth
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.