Dianne M. Martin
Professional summary
Dianne Marie Martin, CFP® is a registered financial advisor currently at THE MARIN GROUP INC. located in Atlanta, Georgia.
Dianne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Dianne has worked at 3 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dianne Marie Martin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
October 28, 2011 - Present
THE MARIN GROUP INC.
Office #1: 1440 Dutch Valley Place Suite 955, Atlanta, GA 30324October 21, 1987 - June 2, 1988
WADDELL & REED
May 21, 1986 - September 30, 1987
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/23/2012)
(10/28/2011)
(6/29/2022)
(5/9/2019)
(1/25/2024)
(8/27/2020)
Exams
Current Firm
THE MARIN GROUP INC.
CRD#: 125217 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 335 |
| AUM (Assets Under Management) | $ 101,415,921 |
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.