DM
DM

Dustin Martin

11 Years of Experience
Cincinnati, OH
Broker

Dustin Martin is a registered investment advisor at Raymond James & Associates, INC., based in Cincinnati, OH, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

400 E Business Way, Suite 101, Cincinnati, OH, 45241

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
March 2019 - Present · 7 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2019 · 8 mos
Strategic Advisers LLC
January 2015 - July 2018 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
June 2014 - March 2019 · 4 yrs 9 mos
State Registrations26 states
ALARAZCAFLGAILINKYMAMIMNMONCNHNJNVNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.