David E. Martin

FINANCIAL ADVISORS CONSORTIUM

Pittsburgh, PA 15237-2506

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CRD#: 1046246

Professional summary

David Eugene Martin, CFP® is a registered financial advisor currently at FINANCIAL ADVISORS CONSORTIUM, INC. located in Pittsburgh, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Independence Lending LLC; Investment-Related; 6200 Babcock Blvd., Pittsburgh, PA 15237; Mortgage Brokerage; Owner and Mortgage Broker; Start Date: September 1997; 10 Hours/Month and 0-1 Hours/Month during trading hours; I prepare residential/commercial mortgages. 2. Right Direction Real Estate, LLC; Investment-Related; 6200 Babcock Blvd., Pittsburgh, PA 15237; Real Estate Brokerage; Realtor; Start Date: October 2014; 40-60 Hours/Month and 0-5 Hours/Month during trading hours; I provide real estate brokerage services for residential/commercial properties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Eugene Martin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

July 26, 2006 - Present

FINANCIAL ADVISORS CONSORTIUM, INC.

Office #1: 400 Mcknight Park Drive Suite 404, Pittsburgh, PA 15237-2506

RIA

CRD#: 141081

Pittsburgh, PA

Past

June 25, 2007 - June 21, 2023

NFI, LLC

RIA

CRD#: 136742

SEVEN FIELDS, PA

Past

July 26, 2006 - December 31, 2017

FINANCIAL ADVISORS CONSORTIUM, INC.

RIA

CRD#: 141081

PITTSBURGH, PA

Past

June 8, 2001 - October 4, 2005

NFI NETWORK, LLC

CRD#: 104447

PITTSBURGH, PA

Past

March 2, 1998 - December 31, 2005

NETWORK FOR FINANCIAL INDEPENDENCE LLC

RIA

CRD#: 109451

PITTSBURGH, PA

Past

July 10, 1997 - October 19, 1998

POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

CONCORD, NH

Past

May 1, 1992 - December 31, 1994

AMERICAN EXPRESS SERVICE CORPORATION

CRD#: 10518

MINNEAPOLIS, MN

Past

June 4, 1982 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

June 4, 1982 - July 10, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 4, 1982 - July 11, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/26/2006)

IAR

Texas
(3/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/26/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/17/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 2/21/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 6/2/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/2000

General Securities Principal Examination

Current Firm

FINANCIAL ADVISORS CONSORTIUM, INC.

CRD#: 141081 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/26/2006 Approved)

Texas

Registered Investment Advisory firm - (3/30/2023 Conditional Restricted)

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Contact information

Main Address

400 Mcknight Park Drive Suite 404, Pittsburgh, PA 15237-2506

Mailing Address

Phone number

(412) 635-9634

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 61,696,171

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

David E. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Eugene Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

NFI, LLC

FINANCIAL ADVISORS CONSORTIUM, INC.

NFI NETWORK, LLC

NETWORK FOR FINANCIAL INDEPENDENCE LLC

POLARIS FINANCIAL SERVICES, INC.

AMERICAN EXPRESS SERVICE CORPORATION

AMERICAN EXPRESS FINANCIAL CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/26/1994

Series 63

Date: 6/2/1982

Series 7

Date: 10/17/1987

Series 22

Date: 2/21/1984

Series 6

Date: 6/2/1982

Series 24

Date: 12/20/2000

Current Firm

FINANCIAL ADVISORS CONSORTIUM, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL ADVISORS CONSORTIUM, INC.

TRUST BUT VERIFY

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