MP
CFP
MP
CFP

Martin Pospicil

45 Years of Experience
Huntsville, AL
BrokerSells Insurance

Martin Pospicil is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, AL, with 45 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

129 N. Washington Street, Huntsville, AL, 35801

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History

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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Other Business ActivitiesSells Insurance

Martin manages a rental property and is an agent and owner with Financial Strategies Group, where he sells non-variable insurance products, including indexed universal life. He dedicates minimal time to the rental property and a few hours per week to Financial Strategies Group activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2004 - Present · 21 yrs 10 mos
Previous Registrations
Raymond James Financial Services
August 2004 - January 2009 · 4 yrs 5 mos
Morgan Keegan & Company, INC.
June 1991 - August 2004 · 13 yrs 2 mos
Morgan Keegan & Company, INC.Broker
June 1989 - August 2004 · 15 yrs 2 mos
Dean Witter Reynolds INC.Broker
December 1980 - July 1989 · 8 yrs 7 mos
State Registrations28 states
AKALCACODCFLGAIAILINKYLAMAMSMTNCNENJNMNVNYOHPASCTNTXVAWA
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.
Martin Pospicil - Financial Advisor | TrueAdvisor