Martin Braam
Martin Braam is a registered investment advisor at Truist Advisory Services, INC., based in Wyomissing, PA, with 44 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
1340 Broadcasting Rd, Fl 3, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2005Customer Dispute
August 1988Employment Separation After Allegations
January 1988Customer Dispute
October 1987Employment History
Current Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Truist Investment Services, INC.
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Uvest Financial Services Group, INC.Broker
M&t Securities, INC.Broker
Citizens Investment Services CORP.Broker
Ryan, Beck & CO., LLC.Broker
Gruntal & CO., L.L.C.Broker
Boenning & Scattergood, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Butcher & Singer INC.Broker
First Jersey Securities, INC.Broker
State Registrations42 states
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.