Martin Cumbie
Martin Cumbie is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, TX, with 4 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
Firm Size
IM Fee
Assets Under Management
Location
5703 114TH St Ste 100, Lubbock, TX, 79424
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is the treasurer and an investment advisor representative for Cumbie Financial, which takes about 10-20% of his time. He is also an independent contractor for Oak Crest Advisors and an agent selling non-variable life insurance through Oakcrest Insurance Agency, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations3 states
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