Robert Martin is a registered investment advisor at Tilly, INC., based in Raleigh, NC, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Tilly does not directly manage investments for clients. They provide advice and recommendations, but clients implement the investment strategy themselves.
Location
601 St Mary'S Street, Raleigh, NC, 27605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is the co-founder and Active Chairman of Vertical IQ, Inc., a financial industry research firm, dedicating about a quarter of his time. He is also an angel investor in several companies and the author of "The Hockey Stick Principles", spending minimal time on each of these activities.
Employment History
Current Registrations
Tilly, INC.
State Registrations2 states
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