Richard Martin
Richard Martin is a registered investment advisor at LPL Financial LLC, based in Brownwood, TX, with 53 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
201 N Fisk Ave, Brownwood, TX, 76801
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Regulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Richard is the owner, agent, and VP of Insurance Specialists, Inc. since 1991, dedicating about 10-20% of his time. He is also an agent with Richard E. Martin, C. L. U., A Professional Corp since 1984, selling health, life insurance, med care sup, fixed annuities, and group health.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Cna Investor Services, INC.Broker
Cna Investor Services, INC.Broker
Monex Financial CorporationBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations4 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.