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Martin Ercoline

7 Years of Experience
Gilbert, AZ
1 DisclosureBrokerSells Insurance

Martin Ercoline is a registered investment advisor at Cetera Investment Advisers LLC, based in Gilbert, AZ, with 7 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1206 E Warner Rd Ste 210, Gilbert, AZ, 85296

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History

Regulatory History (1)
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Criminal
January 2014
Final Disposition
Other Business ActivitiesSells Insurance

Martin sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also works as a financial professional for FFEC Wealth Partners and Advanced Wealth Management, spending about a quarter of his time on the latter. Additionally, Martin coaches high school wrestling a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity Corporation
January 2022 - April 2022 · 3 mos
First Financial Equity CorporationBroker
January 2022 - April 2022 · 3 mos
Edward Jones
February 2019 - January 2022 · 2 yrs 11 mos
Edward JonesBroker
January 2019 - January 2022 · 3 yrs
State Registrations23 states
AKARAZCACODCFLGAILMIMONCNJNYOHOKORSCTXUTVAWAWI
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.