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Martin L. Breger

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CRD#: 1139834
MB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Leroy Breger was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1983. Martin had worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 21, 2007 - December 31, 2013

BREGER ASSET MANAGEMENT, INC

RIA
CRD#: 142755
BRENTWOOD, TN
Past

April 7, 2004 - April 26, 2007

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHATTANOOGA, TN
Past

August 24, 2000 - April 26, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
CHATTANOOGA, TN
Past

March 4, 1998 - August 23, 2000

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 6, 1994 - March 9, 1998

STONEX SECURITIES INC.

BD
CRD#: 18456
BIRMINGHAM, AL
Past

November 5, 1993 - January 6, 1994

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

October 2, 1992 - October 20, 1993

T.L. SMITH SECURITIES

BD
CRD#: 17978
Past

October 27, 1987 - April 21, 1992

COORDINATED CAPITAL SECURITIES, INC.

BD
CRD#: 14762
FORT ATKINSON, WI
Past

June 20, 1985 - November 4, 1987

INVESTACORP, INC.

BD
CRD#: 7684
Past

August 13, 1984 - June 20, 1985

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
Past

July 30, 1984 - August 24, 1984

LIBERTY EQUITIES, INC.

BD
CRD#: 14976
Past

June 22, 1983 - July 23, 1984

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BA
BREGER ASSET MANAGEMENT, INC
BREGER ASSET MANAGEMENT, INC

CRD#: 142755 / SEC#:

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Contact information


Main Address
783 Old Hickory Blvd. Suite 356, Brentwood, TN 37027
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


BREGER ASSET MANAGEMENT, INC

CRD#: 142755

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