MH
Martin G. Hurlburt
PORTFOLIO MEDICS
Springville, UT
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CRD#: 2290027
MH
Professional summary
Martin Geddes Hurlburt is a registered financial advisor currently at PORTFOLIO MEDICS, LLC located in Springville, Utah.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Martin has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Geddes Hurlburt'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®
NoneExperience
Current
November 8, 2021 - Present
PORTFOLIO MEDICS, LLC
RIA
CRD#: 145958
Springville, UT
Past
December 8, 2017 - December 31, 2021
T.M. WEALTH MANAGEMENT
RIA
CRD#: 287965
Orem, UT
Past
December 5, 2017 - September 23, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Orem, UT
Past
November 1, 2017 - December 7, 2017
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
Orem, UT
Past
November 1, 2017 - December 7, 2017
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Orem, UT
Past
January 19, 2012 - November 1, 2017
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
Orem, UT
Past
March 28, 2011 - January 18, 2012
MY INVESTMENT ADVISOR, INC.
RIA
CRD#: 144616
ST GEORGE, UT
Past
March 8, 2011 - November 1, 2017
GIRARD SECURITIES, INC.
BD
CRD#: 18697
Orem, UT
Past
February 17, 2011 - March 2, 2011
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
SPRINGVILLE, UT
Past
February 17, 2011 - March 2, 2011
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
SPRINGVILLE, UT
Past
July 10, 2007 - February 11, 2011
QA3 FINANCIAL LLC
RIA
CRD#: 104957
SPRINGVILLE, UT
Past
July 10, 2007 - February 11, 2011
QA3 FINANCIAL CORP.
BD
CRD#: 14754
SPRINGVILLE, UT
Past
September 1, 2006 - July 16, 2007
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
OREM, UT
Past
May 18, 2006 - August 31, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
PHILADELPHIA, PA
Past
December 20, 2002 - July 10, 2007
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
SPRINGVILLE, UT
Past
November 16, 1998 - December 20, 2002
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
October 28, 1992 - November 12, 1998
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
October 28, 1992 - November 12, 1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)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
Texas(11/8/2021)
IAR
Utah(12/6/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PM
PORTFOLIO MEDICS, LLC
401 (K) MEDICS, LLC | PORTFOLIO MEDICS, LLC | 401(K) MEDICS, LLC,403(B) MEDICS, LLC
CRD#: 145958 / SEC#: 801-113846
RIA
Registered Investment Advisory firm - (8/16/2018 Approved)Arizona
Registered Investment Advisory firm - (10/3/2018 Terminated)California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (10/3/2018 Terminated)Georgia
Registered Investment Advisory firm - (10/5/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/18/2011 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2018 Terminated)Minnesota
Registered Investment Advisory firm - (11/18/2011 Terminated)New York
Registered Investment Advisory firm - (11/18/2011 Terminated)North Carolina
Registered Investment Advisory firm - (10/5/2018 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2018 Terminated)Oregon
Registered Investment Advisory firm - (10/3/2018 Terminated)South Carolina
Registered Investment Advisory firm - (10/3/2018 Terminated)Tennessee
Registered Investment Advisory firm - (10/4/2018 Terminated)Texas
Registered Investment Advisory firm - (10/3/2018 Terminated)Virginia
Registered Investment Advisory firm - (11/13/2015 Terminated)West Virginia
Registered Investment Advisory firm - (11/18/2011 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134
Mailing Address
Phone number
(239) 444-1766
Established
Firm type
Fiscal year end
# of Employees
75
SEC notice filing (41 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 3,702 |
| AUM (Assets Under Management) | $ 552,733,331 |
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.
