Raymond T. Martin

MARTIN WEALTH MANAGEMENT

Irvine, CA 92604

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CRD#: 1920247

Professional summary

Raymond Thomas Martin is a registered financial advisor currently at MARTIN WEALTH MANAGEMENT, LLC located in Irvine, California.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Raymond has worked at 5 firms and has passed the Series 65 and Series 6 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) Martin Wealth Management; investment related; 5020 Campus Drive Newport Beach, CA 92660; Insurance Sales; Owner, Insurance Agent; Start Date: 05/2008; Approx 80 hours per month, primarily during trading hours. (2) Raymond T. Martin is also a Certified Financial Fiduciary and volunteers as an instructor with NACFF. The Foundation for Fiduciary Education is the only IRS approved 501(c)(3) non-profit organization focused solely on providing unbiased fiduciary financial education. All instructors are Certified Financial Fiduciaries� (CFF) sworn to teach unbiased financial education and to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. Attendees from the financial classes are also offered a NO COST 1-hour personal educational strategy session with Raymond T. Martin.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Thomas 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®

None

Experience

Current

June 20, 2008 - Present

MARTIN WEALTH MANAGEMENT, LLC

Office #1: 4000 Barranca Pkwy Suite 250, Irvine, CA 92604

RIA

CRD#: 147225

Irvine, CA

Past

July 16, 2020 - August 19, 2021

LIFEPRO ASSET MANAGEMENT

RIA

CRD#: 285252

Newport Beach, CA

Past

November 6, 1991 - June 16, 1992

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

February 13, 1989 - March 1, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

Past

February 13, 1989 - March 1, 1991

PRUCO SECURITIES, LLC.

CRD#: 5685

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

California
(6/20/2008)

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: 2/4/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 2/10/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MARTIN WEALTH MANAGEMENT, LLC

105 ADVISOR | MARTIN WEALTH MANAGEMENT, LLC

CRD#: 147225 / SEC#:

California

Registered Investment Advisory firm - (6/20/2008 Approved)

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Contact information

Main Address

4000 Barranca Pkwy Suite 250, Irvine, CA 92604

Mailing Address

Phone number

(949) 854-4941

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Raymond T. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Thomas Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARTIN WEALTH MANAGEMENT, LLC

LIFEPRO ASSET MANAGEMENT

MML INVESTORS SERVICES, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/2008

Series 6

Date: 2/10/1989

Current Firm

MARTIN WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

MARTIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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