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Martin Talley

4 Years of Experience
Birmingham, AL
Broker

Martin Talley is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2900 Highway 280, Suite 100, Birmingham, AL, 35223

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2021 - Present · 5 yrs 2 mos
Raymond James & Associates, INC.
July 2021 - Present · 5 yrs 2 mos
Previous Registrations
PNC Managed Account Solutions, INC.
May 2021 - July 2021 · 2 mos
Bbva Securities INC.Broker
April 2021 - July 2021 · 3 mos
State Registrations14 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Martin Talley - Financial Advisor | TrueAdvisor