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Roland Martin

13 Years of Experience
Oakland, CA
1 DisclosureBroker

Roland Martin is a registered investment advisor, based in Oakland, CA, with 13 years of industry experience.

Location

600 Grand Avenue, Suite 301, Oakland, CA, 94610

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History

Regulatory History (1)
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Regulatory
July 2018
Final
Other Business Activities

Roland owns rental real estate properties and dedicates minimal time to them. He also owns Endless Mindset, where he creates designs for a website, and works as an independent contractor for ROMAR Wealth Management, spending about half his time creating financial plans and investing for clients.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Edward Jones
September 2012 - September 2022 · 10 yrs
Edward JonesBroker
August 2012 - September 2022 · 10 yrs 1 mo
State Registrations30 states
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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.
Roland Martin - Financial Advisor | TrueAdvisor