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Christopher Martin

31 Years of Experience
Broker

Christopher Martin is a registered investment advisor at Usi Securities, INC., based in Glastonbury, CT, with 31 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.

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Location

95 Glastonbury Blvd., Suite 102, Glastonbury, CT, 06033

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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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Employment History
Current Registrations
Usi Securities, INC.Broker
December 2000 - Present · 25 yrs 4 mos
Usi Advisors
October 1994 - Present · 31 yrs 6 mos
State Registrations28 states
CACOCTDCFLIAILINKSKYLAMAMDMNNCNHNMNYOHOKPARISCTXUTVAVTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Christopher Martin - Financial Advisor | TrueAdvisor