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Marcus Martin

3 Years of Experience
Crested Butte, CO

Marcus Martin is a registered investment advisor at Martin, Marcus, based in Crested Butte, CO, with 3 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, Insurance Planning, and 1 more. Their firm serves 30 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:Up to $325/hr
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Location

Crested Butte, CO

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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

Marcus is the 100% owner and attorney at Marcus A. Martin, Esq. LLC, providing legal services since 1998. This takes about 10-20% of his time.

Employment History
Current Registrations
Martin, Marcus
February 2023 - Present · 3 yrs 3 mos
State Registrations1 state
CO
Advisor

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.
Marcus Martin - Financial Advisor | TrueAdvisor