Raymond Thomas Martin

Employer firm

Martin Wealth Management, LLC CRD 147225

92 advisory clients

Reported services (Item 5G)

• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 08/2021
  Lifepro Asset Management, Llc
  San Diego, CA
• 05/2008 → Present
  Martin Wealth Management
  Newport Beach, CA
• 01/2003 → Present
  Martin & Associates Insurance Services
  Newport Beach, CA

Previous Registrations

• 2020-07-16 → 2021-08-19
  Lifepro Asset Management
  Newport Beach, CA
  San Diego, CA

Other Businesses

(1) Martin Wealth Management; investment related; 5020 Campus Drive Newport Beach, CA 92660; Insurance Sales; Owner, Insurance Agent; Start Date: 05/2008; Approx 80 hours per month, primarily during trading hours. (2) Raymond T. Martin is also a Certified Financial Fiduciary and volunteers as an instructor with NACFF. The Foundation for Fiduciary Education is the only IRS approved 501(c)(3) non-profit organization focused solely on providing unbiased fiduciary financial education. All instructors are Certified Financial Fiduciaries® (CFF) sworn to teach unbiased financial education and to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. Attendees from the financial classes are also offered a NO COST 1-hour personal educational strategy session with Raymond T. Martin.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-04