Advisor at Martin Wealth Solutions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Martin Wealth Solutions
Location
Christiansburg, VA 24073
Credentials
Series 65
Industry experience
1 year
$0+: up to 1.75% $0+: up to 1.75% (Retirement Plan Consulting)
$400 per hour with a 5-hour minimum for financial planning
Ongoing financial planning engagement monthly fee generally ranges from $150 to $250
Fee-only: Hourly financial planning fee of $400/hour with 5 hour minimum; ongoing financial planning monthly fee ranges from $150 to $250
Martin Wealth Solutions LLC
2023 - Present (3 years)
Amerilife of VA LLC
2021 - 2023 (2 years)
Texas Roadhouse
2018 - 2022 (4 years)
Virginia Tech Kitchen
2017 - 2018 (1 year)
Student
2015 - 2020 (5 years)
Texas Roadhouse
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Radford, VA
Edward Jones
Series 63, Series 66
Blacksburg, VA
Edward Jones
Series 66
Christiansburg, VA
Edward Jones
CFP®, Series 66
Blacksburg, VA
Edward Jones
Series 63, Series 65
Blacksburg, VA
Slagel Investment Management
CFP®, Series 66
Radford, VA
Ataraxia Advisory Services, LLC
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