Raymond Martens

Employer firm

Td Private Client Wealth LLC CRD 164484

$8.57B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2007 → 01/2021
  Td Ameritrade Inc.
  Boca Raton, FL
• 10/2023 → 02/2024
  Corda Investment Management, Llc
  Houston, TX
• 04/2022 → 10/2023
  Keller Williams
  Boca Raton, FL
• 01/2021 → 04/2022
  Unemployed
  Boca Raton, FL
• 02/2024 → Present
  Td Bank N.A.
  Orlando, FL
• 02/2024 → Present
  Td Private Client Wealth Llc
  Orlando, FL

Previous Registrations

• 2008-01-18 → 2021-01-11
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Nashville, TN
  Boca Raton, FL
  Boca Raton, FL
  Jupiter, FL
• 2008-01-18 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Brentwood, TN
  Boca Raton, FL
  Jupiter, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-04
• S66 Uniform Combined State Law Examination
  2008-01-03

Other Names

• Raymond John Martens