Advisor at Financial Advisors Consortium, Inc.
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Firm
Financial Advisors Consortium, Inc.
Location
Pittsburgh, PA 15237-2506
Credentials
CFP®, Series 63, Series 65
Industry experience
43 years
David Martin is a financial advisor at Financial Advisors Consortium, Inc. with 43 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he is involved in mortgage brokerage through Independence Lending LLC and real estate brokerage with Right Direction Real Estate, LLC. Financial Advisors Consortium, Inc. serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and private businesses. The firm provides financial planning, consulting, and discretionary investment management using a combination of technical, fundamental, and cyclical analysis alongside modern portfolio theory.
Based on Financial Advisors Consortium, Inc.
Based on Financial Advisors Consortium, Inc.
0.50% – 1.50% annually (negotiable based on portfolio size and services)
Certain supervised persons offer insurance products on a commission basis under separate arrangements
Fee-only: Fixed fees for financial planning and consulting services ranging from $200 to $10,000 (negotiable)
400 Mcknight Park Drive Suite 404
Pittsburgh, PA 15237-2506
Pennsylvania · Texas
Right Direction Real Estate, LLC
2014 - Present (12 years)
NFI, LLC
2007 - 2023 (16 years)
Financial Advisors Consortium, Inc.
2006 - Present (20 years)
Independence Lending, LLC
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Pittsburgh, PA
A. Neff Associates LLC
Series 63, Series 65
Wexford, PA
Expert Financial Services, LLC
Series 65
Baden, PA
War Streets Capital, LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
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