EM
EM

Emily Ann Martin

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

2302 E. Oakland Ave, Suite 3, Bloomington, IL, 61701

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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

Emily owns Purple Martin Financial, LLC, which sells fixed life, annuity, and health products, taking about a quarter of her time. She is also a minority owner of Bloomington Normal Birthing Center, a registered investment advisor representative for Interactive Financial Advisors, and a volunteer troop leader for the Girl Scouts of Central Illinois.

Employment History
Current Registrations
Fortune Financial Services, INC.Broker
September 2020 - Present · 5 yrs 5 mos
Fortune Financial Services, INC.
September 2020 - Present · 5 yrs 5 mos
Interactive Financial Advisors
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Brooklight Place Securities, INC.Broker
January 2010 - September 2020 · 10 yrs 8 mos
Woodbury Financial Services, INC.Broker
July 2004 - November 2009 · 5 yrs 4 mos
First Investors CorporationBroker
September 1999 - June 2004 · 4 yrs 9 mos
State Registrations4 states
CAILINMI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Emily Ann Martin - Financial Advisor | TrueAdvisor