Martha Smith is a CFP-designated registered investment advisor, based in Raleigh, NC, with 9 years of industry experience.
Location
801 Hillsborough Street, 3rd Floor, Raleigh, NC, 27603
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martha works for State Employees' Credit Union and Members Trust Company in financial and trust services. She is also an agent for SECU Life Insurance Company and an independent consultant for Rodan & Fields and Usborne Books, dedicating a few hours per week to each.
Employment History
Current Registrations
Secu Brokerage Services
Secu Brokerage ServicesBroker
Credit Union Investment Services
Previous Registrations
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations1 state
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