Van Richard Martin

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 08/2012 → 02/2022
  Raymond James & Associates, Inc.
  Coral Gables, FL
• 10/2012 → Present
  Bni Synergy
  Coral Gables, FL
• 02/2022 → Present
  Raymond James Financial Services, Inc.
  Miami, FL
• 02/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Miami, FL

Previous Registrations

• 2012-08-21 → 2022-03-01
  Raymond James & Associates, Inc.
  Coral Gables, FL
• 2010-04-08 → 2012-08-16
  Morgan Stanley
  Coral Gables, FL

Other Businesses

(1)Name of Business: The Gables Legacy Group, LLC Address: 7700 N Kendall Drive, Suite 701, Miami, FL, 33156, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/06/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manage operations of the Business. Payroll to employees, paying rent, finances. Managing clients assets under Raymond James Financial Services through DBA The Gables Legacy Group, LLC (2)Name of Business: Van R Martin, PA Address: 7700 N Kendall Drive, Suite 701, Miami, FL, 33156, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/06/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This business is solely used for tax purposes to sweep net income from Raymond James. In addition to use for expenses as well as Van R Martin as an employee to be paid salary strictly from income swept from Raymond James Financial Services

Exams

• S66 Uniform Combined State Law Examination
  2010-03-31
• S63 Uniform Securities Agent State Law Examination
  2006-06-01