AM
CFP
AM
CFP

Anthony Allen Martin

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

315 Commercial Drive, Suite A-4, Savannah, GA, 31406

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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

Anthony is an investment advisor representative at M3 Advisors, LLC, dedicating about a quarter of his time to this role. He also works with various life insurance companies, including Berkshire Life Ins Co of Amer, Blue Cross Blue Shield of GA, and others.

Employment History
Current Registrations
M3 Advisors, LLC
February 2014 - Present · 12 yrs
Valmark Advisers, INC.
June 2008 - Present · 17 yrs 8 mos
Valmark Securities, INC.Broker
June 2008 - Present · 17 yrs 8 mos
Previous Registrations
Prudential Financial Planning Services
April 2003 - June 2008 · 5 yrs 2 mos
Pruco Securities, LLC.Broker
December 2000 - June 2008 · 7 yrs 6 mos
State Registrations17 states
CACOCTFLGAILMDMSNCNJNVNYOHOKSCTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.