Shane Martin is a registered investment advisor, based in Coatesville, PA, with 6 years of industry experience.
Location
Coatesville, PA
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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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Shane works as a runner for Rock Lititz, assisting production teams, and also drives for Lyft. These activities are not investment-related and take a few hours per week each.
Employment History
Current Registrations
Empower Financial Services, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Empower Advisory Group, LLC
February 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Thrivent Investment Management INC.Broker
August 2023 - January 2024 · 5 mos
Transamerica Financial Advisors, INCBroker
January 2023 - May 2023 · 4 mos
Grove Point Investments, LLCBroker
May 2019 - November 2022 · 3 yrs 6 mos
State Registrations45 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.