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Theresa Leona Martin

Martin Wealth Solutions

Christiansburg, VA

CRD 6390032

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Employer firm

Martin Wealth Solutions CRD 283428

$377M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Martin Wealth Solutions

1055 W Main Street, Christiansburg, VA 24073 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2017-05-04
  • VA RA
    APPROVED
    Since 2017-05-04

Branch Locations

1055 W Main Street, Christiansburg, VA 24073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New River Financial Group, Llc Radford VA 05/2017 Present
Carilion Medical Clinic Christiansburg VA 06/2015 Present
  • 05/2017 → Present
    New River Financial Group, Llc
    Radford, VA
  • 06/2015 → Present
    Carilion Medical Clinic
    Christiansburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-17
  • S65 Uniform Investment Adviser Law Examination
    2017-02-17
Other Names
  • Theresa Leona Hulsing

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

James Bryan Chandler
Caleb Brumfield
Linwood Keith Fraher

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Christiansburg, VA
CETERA INVESTMENT ADVISERS LLC · CHRISTIANSBURG, VA
EDWARD JONES · CHRISTIANSBURG, VA

More in Christiansburg, VA

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