Terrence Marti
Terrence Marti is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, AL, with 49 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
129 N. Washington Street, Huntsville, AL, 35801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Terrence is a Sr. Managing Member of Financial Strategies Group LLC since 2009, but dedicates no time to it. He also works as a Branch Manager/RJFS ICD and Broker for Financial Strategies Group LLC, focusing on non-variable insurance and index universal life, dedicating about 10-20% to about half of his time to these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Howard, Weil, Labouisse, Friedrichs INC.Broker
State Registrations29 states
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