Martin John Flahive

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 02/2016 → 07/2021
  Gm Financial
  Arlington, TX
• 07/2021 → Present
  Charles Schwab & Co. Inc.
  Grand Prairie, TX

Previous Registrations

• 2015-08-10 → 2015-12-14
  Kestra Investment Services, Llc
  Dallas, TX
• 2003-11-17 → 2004-10-01
  Ubs Financial Services Inc.
  Dallas, TX
• 2003-04-16 → 2003-08-28
  1St Global Advisors Inc
  Dallas, TX

Other Businesses

1) M77 Principled Investments LLC | Investment Related:No|PO Box 532782|Grand Prairie|Texas|75053-2782|USA|Real Estate (Non-Agent/Broker)|Managing Member|1/11/2018||0|I bought, rented out and sold a small property in Burkburnett Texas under this LLC. I currently do not have any holdings in the LLC but may buy property or properties in the future for investment purposes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-18
• S66 Uniform Combined State Law Examination
  2015-07-13

Designations

• Chartered Financial Analyst

Other Names

• Marty Flahive
• Martin J Flahive