Holly C. Martin

MFB INVESTMENTS

Chesapeake, VA 23320

Some features on this profile are disabled

CRD#: 4585889

Professional summary

Holly Corbin Martin, who also goes by Holly Marie Corbin, is a registered financial advisor currently at MFB INVESTMENTS, LLC located in Chesapeake, Virginia.

Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Holly has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Holly Marie Corbin

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.

I AM A SHAREHOLDER, OFFICER, AND EMPLOYEE OF CORBIN & COMPANY, PC. CORBIN & COMPANY IS A PUBLIC ACCOUNTING PRACTICE AND I AM A FULL TIME EMPLOYEE AND VICE PRESIDENT. I CURRENTLY DEVOTE 100% OF MY WORKING TIME TO THAT BUSINESS, WHICH CONSISTS OF APPROXIMATELY 200 HRS/MONTH. CORBIN & COMPANY IS LOCATED AT 501 INDEPENDENCE PKWY, STE 275, CHESAPEAKE, VA 23320. I HAVE WORKED THERE SINCE AUGUST OF 2004. MY DUTIES CONSIST OF TAX SERVICES, LITIGATION SUPPORT SERVICES, AND BUSINESS/ACCOUNTING CONSULTATIONS WITH CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly Corbin 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

September 27, 2012 - Present

MFB INVESTMENTS, LLC

Office #1: 501 Independence Parkway Suite 275, Chesapeake, VA 23320

RIA

CRD#: 164569

Chesapeake, VA

Past

November 13, 2002 - August 18, 2004

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

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

Virginia
(9/27/2012)

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: 7/26/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/25/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/12/2002

General Securities Representative Examination

Current Firm

MFB INVESTMENTS, LLC

CRD#: 164569 / SEC#:

Virginia

Registered Investment Advisory firm - (9/27/2012 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

501 Independence Parkway Suite 275, Chesapeake, VA 23320

Mailing Address

Phone number

(757) 436-4577

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.

Similar Advisors

Jenna Shermoen

RIVERBRIDGE

IAR

Minneapolis, MN

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Maria Zimiga

J.P. MORGAN SECURITIES LLC

Toluca Lake, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Holly C. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Holly Corbin Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MFB INVESTMENTS, LLC

J.P. MORGAN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2012

Series 63

Date: 11/25/2002

Series 7

Date: 11/12/2002

Current Firm

MFB INVESTMENTS, LLC

Contact information

Documents

Red Flags

Company Information

MFB INVESTMENTS, LLC

TRUST BUT VERIFY

Similar Advisors