Kenneth Taylor Martin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2017 → 07/2022
  Bbva Securities Inc.
  Dallas, TX
• 05/2017 → 07/2022
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 05/2017 → 07/2022
  Compass Bank
  Birmingham, AL
• 10/2016 → 05/2017
  Cetera Investment Services Llc
  Dallas, TX
• 10/2016 → 05/2017
  Cetera Investment Advisers Llc
  Dallas, TX
• 09/2016 → 05/2017
  Regions Bank
  Dallas, TX
• 08/2010 → 09/2016
  Branch Banking And Trust
  Frisco, TX
• 06/2017 → 07/2022
  Bbva Wealth Solutions Inc.
  Dallas, TX
• 08/2022 → Present
  Regions Bank
  Dallas, TX
• 09/2022 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 09/2022 → Present
  Cetera Investment Advisers Llc
  Dallas, TX

Previous Registrations

• 2017-06-14 → 2021-05-07
  Pnc Managed Account Solutions, Inc.
  Dallas, TX
• 2016-11-02 → 2017-05-25
  Cetera Investment Advisers Llc
  Dallas, TX
• 2010-08-30 → 2016-09-09
  Bb&T Investment Services, Inc.
  Frisco, TX
  Charlotte, NC
  Dallas, TX
• 2009-12-03 → 2010-09-20
  Wells Fargo Investments, Llc
  Addison, TX
• 2009-03-06 → 2009-12-07
  Wells Fargo Clearing Services, Llc
  Addison, TX
  Addison, TX
• 2007-12-14 → 2009-01-06
  Wells Fargo Clearing Services, Llc
  Plano, TX
  Addison, TX

Exams

• S66 Uniform Combined State Law Examination
  2007-12-13
• S63 Uniform Securities Agent State Law Examination
  2004-10-05

Other Names

• Kenneth Taylor Martin
• Kenneth Martin
• Kenny Martin