Jack Martin
Jack Martin is a registered investment advisor at Duncan Financial Planning Advisors, based in Richardson, TX, with 47 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 2 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
4133 Glenbrook Road, Richardson, TX, 75082
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Regulatory History (1)
Customer Dispute
September 2000Other Business Activities
Jack is the founder of Elite Advisor Group LLC, providing marketing consulting for businesses, dedicating nearly full-time hours to this endeavor. He also works as an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of his time on this investment-related activity.
Employment History
Current Registrations
Duncan Financial Planning Advisors
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Designed Planning Consultants, INC
Designed Planning Consultants, INC
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Integrated Resources Equity CorporationBroker
Financial Planners Equity CorporationBroker
Anchor National Financial Services, INC.Broker
H. C. Copeland and Associates Equities, INC.Broker
Security First Financial, INC.Broker
State Registrations1 state
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.