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Timothy Martin

3 Years of Experience
Boca Raton, FL
Broker

Timothy Martin is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 3 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

1 Town Center Road, 10th Floor, Boca Raton, FL, 33486

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Timothy is the founder of Sevenfiguresports LLC, which assists high school athletes in college recruitment. He spends a few hours per week creating marketing materials and expanding the network of college coaches.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 9 mos
Raymond James & Associates, INC.Broker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Capital Client Group, INC.
February 2023 - October 2024 · 1 yr 8 mos
Capital Client Group, INC.Broker
January 2023 - October 2024 · 1 yr 9 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.