Martin Cade Cumbie

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

• 06/2016 → 01/2017
  Market Street
  Flower Mound, TX
• 01/2017 → 07/2018
  Altitude Trampoline Park
  Grapevine/Lubbock, TX
• 08/2000 → 11/2017
  Lewisville Independent School District
  Flower Mound, TX
• 08/2017 → 12/2017
  William Jewell College
  Liberty, MO
• 01/2018 → 05/2021
  Texas Tech University
  Lubbock, TX
• 07/2021 → Present
  Raymond James Financial Services, Inc.
  Belton, TX
• 01/2022 → Present
  Raymond James Financial Services Advisors
  Lubbock, TX

Other Businesses

(1)Name of Business: Cumbie Financial Address: 5703 114th St Ste 100, Lubbock, TX, 79424-6300, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 07/21/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Investment Advisor Representative. This is the DBA name. (2)Name of Business: Oak Crest Advisors Address: 1905 Loop 332 , Liberty Hill, TX, 78642, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/21/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is the DBA of our OSJ and group we are a part of. (3)Name of Business: Oakcrest Insurance Agency Address: 5703 114th St Ste 100, Lubbock, TX, 79424-6300, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/29/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling Non Variable Life insurance

Exams

• S66 Uniform Combined State Law Examination
  2021-10-29

Designations

• Certified Financial Planner