David T. Martula
Professional summary
David Thomas Martula, CFP®, who also goes by Dave Martula, David T Martula, is a registered financial advisor currently at FEE-ONLY FINANCIAL PLANNING located in Hadley, Massachusetts.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. David has worked at 3 firms and has passed the Series 2 exam.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Thomas Martula's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1991
Experience
April 29, 2004 - Present
FEE-ONLY FINANCIAL PLANNING
March 16, 1987 - March 29, 1988
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
June 19, 1983 - March 23, 1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/29/2004)
Exams
Series 2
Date: 8/12/1976
Non-Member General Securities ExaminationCurrent Firm
FEE-ONLY FINANCIAL PLANNING
CRD#: 128824 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 56,077,816 |
Red Flags
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