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Andrew D Martin

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

10 Burton Hills Blvd, Suite 400, Nashville, TN, 37215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew operates as an insurance agent under the DBA PortfolioIA, selling life, health, or LTC policies, dedicating minimal time to this activity. He also works as a writer and is the President of 7Twelve Advisors LLC, an index development company, taking about half of his time.

Employment History
Current Registrations
Silver Oak Securities, INC.
November 2017 - Present · 8 yrs 3 mos
Silver Oak Securities, IncorporatedBroker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
7twelve Advisors, LLC
February 2012 - March 2023 · 11 yrs 1 mo
7twelve Advisors, LLC
October 2009 - December 2011 · 2 yrs 2 mos
Girard Securities, INC.Broker
July 2008 - October 2017 · 9 yrs 3 mos
Girard Securities, INC.
July 2008 - October 2017 · 9 yrs 3 mos
Aig Financial Advisors, INC.
October 2005 - July 2008 · 2 yrs 9 mos
Aig Financial Advisors, INC.Broker
October 2005 - July 2008 · 2 yrs 9 mos
Spelman & CO INC
March 2004 - October 2005 · 1 yr 7 mos
Sentra Securities CorporationBroker
March 1996 - December 1999 · 3 yrs 9 mos
Spelman & CO., INC.Broker
September 1995 - October 2005 · 10 yrs 1 mo
Hornor, Townsend & Kent, INC.Broker
July 1991 - September 1995 · 4 yrs 2 mos
J.C. Bradford & CO.Broker
January 1990 - July 1991 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1985 - January 1990 · 5 yrs
State Registrations5 states
ARFLNYTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.