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WM

William C. Martin

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CRD#: 2818581
WM

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.

William Christopher Martin, who also goes by William Christopher Martin, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 2014. William had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


William Christopher Martin

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

August 25, 2017 - December 31, 2018

GREAT POINT ADVISORS LLC

RIA
CRD#: 164554
CHICAGO, IL
Past

October 8, 2016 - December 31, 2018

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

May 13, 2016 - October 5, 2016

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
CHICAGO, IL
Past

May 13, 2016 - October 5, 2016

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
CHICAGO, IL
Past

October 9, 2015 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
CHICAGO, IL
Past

October 9, 2015 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
CHICAGO, IL
Past

March 25, 2015 - October 7, 2015

GREAT POINT ADVISORS LLC

RIA
CRD#: 164554
CHICAGO, IL
Past

March 10, 2015 - September 4, 2015

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

December 2, 2014 - March 19, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA
CRD#: 3641
NAPERVILLE, IL
Past

November 11, 2014 - March 19, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
NAPERVILLE, IL

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
RR
IAR
Series 66
Date: 12/2/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GP
GREAT POINT ADVISORS LLC
GREAT POINT ADVISORS LLC | GREAT POINT CAPITAL ADVISORS LLC

CRD#: 164554 / SEC#:

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Contact information


Main Address
200 W Jackson Suite 1000, Chicago, IL 60606
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


GREAT POINT ADVISORS LLC

CRD#: 164554

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