126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492
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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 →Martha is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating minimal time to this activity. She is also dually registered with Harbour Wealth Management Group, Inc. and M Holdings Securities, Inc., spending nearly all of her time as an investment advisor representative.