Martin Eugene Pospicil

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

• 07/2004 → Present
  Raymond James Financial Services
  Huntsville, AL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Huntsville, AL

Previous Registrations

• 1991-06-10 → 2004-08-06
  Morgan Keegan & Company, Llc
  Huntsville, AL

Other Businesses

(1)Name of Business: Financial Strategies Group Address: 129 Washington St NE, Huntsville, AL, 35801, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 01/11/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: sales/management (2)Name of Business: Financial Strategies Group Address: 129 N. Washington St., Huntsville, AL, 35801, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sales (3)Name of Business: Financial Strategies Group Address: 123 Glen Ives Way, Madison, AL, 35758, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/13/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: offer indexed universal life products marketed through Rasberry Producer Group (FMO) out of Laurel Ms. (4)Name of Business: Financial Strategies Group, LLC Address: 129 Washington St NE, Huntsville, AL, 35801, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/19/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Senior Managing Member of the LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-12
• S63 Uniform Securities Agent State Law Examination
  1980-11-26

Designations

• Certified Financial Planner

Other Names

• Gene Pospical