Best Investors Account Sign in
Inactive

Martin Katrein

Per Stirling Capital Management, LLC

Austin, TX

Claim This Profile
Current Employers
Per Stirling Capital Management, Llc

4800 Bee Caves Road, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-02
  • TX RA
    APPROVED
    Since 2018-01-02

Branch Locations

4800 Bee Caves Road, Austin, TX 78746 • 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
Retirement Consulting Svcs, Inc. Addison TX 09/1995 03/2018
Per Stirling Capital Management Austin TX 12/2017 Present
  • 09/1995 → 03/2018
    Retirement Consulting Svcs, Inc.
    Addison, TX
  • 12/2017 → Present
    Per Stirling Capital Management
    Austin, TX
Previous Registrations
  • 1997-02-13 → 2018-03-31
    Retirement Consulting Services, Inc.
    Addison, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-02-17
  • S63 Uniform Securities Agent State Law Examination
    1982-02-17
Other Names
  • Marty Katrein

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor