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Savannah Martin

8 Years of Experience
Lexington, KY
Broker

Savannah Martin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

110 E Third St, Lexington, KY, 40508

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Savannah owns rental real estate property since 2020, dedicating minimal time to it. She also works as a Wealth Strategist for Gratz Park Private Wealth, taking about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2018 - Present · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
October 2017 - September 2018 · 11 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
August 2017 - September 2018 · 1 yr 1 mo
State Registrations26 states
ALDCDEFLGAHIIDILKYLAMAMDMIMOMTNCNMNVOHPARISCTNTXVAWI
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.