Robin G. Martin
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.
Robin G Martin, who also goes by Rob Martin, Robert Martin, was a registered financial professional .
Robin is a previously registered financial professional and started their career in finance in 2001. Robin had worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 1, 2012 - December 31, 2019
CUSTOMIZED INVESTMENT ADVISORY SERVICES, LLC
August 19, 2010 - December 22, 2010
SPC
November 16, 2009 - December 22, 2010
SIGMA FINANCIAL CORPORATION
May 6, 2004 - November 6, 2007
CENTAURUS FINANCIAL, INC.
April 27, 2004 - April 27, 2004
CENTAURUS FINANCIAL, INC.
January 8, 2001 - January 8, 2003
RUMSON CAPITAL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CUSTOMIZED INVESTMENT ADVISORY SERVICES, LLC
CRD#: 156471 / SEC#:
Contact information
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.
