AM
Anthony A. Martin
VALMARK ADVISERS
SAVANNAH, GA 31406
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CRD#: 4303621
AM
Professional summary
Anthony Allen Martin, CFP®, CLU®, who also goes by Anthony A Martin, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Savannah, Georgia and M3 ADVISORS, LLC located in Savannah, Georgia.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Anthony A 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.
1)VARIOUS LIFE INSURANCE COMPANIES - INCLUDING/BERKSHIRE LIFE INS CO OF AMER|BLUE CROSS BLUE SHIELD OF GA|GOLDEN RULE INS CO|GREATER GA LIFE INS CO|GUARDIAN LIFE INS CO OF AMERICA|HARTFORD LIFE & ACCIDENT INS CO|JACKSON NATIONAL LIFE INS CO|JOHN ALDEN LIFE INS CO|JOHN HANCOCK LIFE INS CO USA|METLIFE INVESTORS USA LIFE INS CO|METROPOLITAN LIFE INS CO|MINNESOTA LIFE INS CO|NATIONWIDE LIFE INS CO|NATIONWIDE LIFE AND ANNUITY LIFE INS CO; OHIO NATIONAL LIFE INS CO|PACIFIC LIFE INS CO|PROVIDENT LIFE & ACCIDENT INS CO|SECURITY LIFE OF DENVER INS CO|STANDARD INS CO|TRANSAMERICA LIFE INS CO|UNUM LIFE INS CO OF AMERICA / PRUDENTIAL FINANCIAL / LINCOLN
2) M3 Advisors, LLC, 315 Commercial Dr., Ste. A4, Savannah, GA 31406; Investment Advisor Representative; YES Investment Related; 1/23/2014 Start Date; 40+ hrs per month.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Allen 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®
CFP®
Start date: 2004
Experience
Current
June 18, 2008 - Present
VALMARK ADVISERS, INC.
Office #1: 315 Commercial Drive Suite A-4, Savannah, GA 31406RIA
CRD#: 108050
SAVANNAH, GA
Current
February 17, 2014 - Present
M3 ADVISORS, LLC
Office #1: 315 Commercial Dr Suite A-4, Savannah, GA 31406RIA
CRD#: 170248
Savannah, GA
Current
June 16, 2008 - Present
VALMARK SECURITIES, INC.
Office #1: 315 Commercial Drive Suite 4a, Savannah, GA 31406-3628BD
CRD#: 31243
Savannah, GA
Past
April 17, 2003 - June 18, 2008
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
SAVANNAH, GA
Past
December 5, 2000 - June 18, 2008
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
SAVANNAH, GA
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/26/2013)
IAR
California(6/29/2017)
RR
Colorado(10/6/2023)
RR
Connecticut(3/5/2024)
RR
Florida(6/16/2008)
IAR
Florida(3/7/2012)
RR
Georgia(6/16/2008)
IAR
Georgia(6/18/2008)
RR
Illinois(1/22/2020)
RR
Maryland(1/3/2011)
RR
Mississippi(12/28/2015)
RR
Nevada(9/11/2008)
IAR
Nevada(1/3/2012)
RR
New Jersey(12/17/2019)
RR
New York(8/11/2016)
IAR
New York(4/6/2021)
RR
North Carolina(1/3/2011)
IAR
Ohio(12/12/2024)
RR
Oklahoma(6/16/2008)
IAR
Oklahoma(1/3/2011)
RR
South Carolina(6/16/2008)
IAR
South Carolina(1/4/2011)
RR
Texas(1/3/2024)
IAR
Texas(1/3/2024)
RR
West Virginia(1/8/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
