Leanne A. Martin

INTEGRITY FINANCIAL ADVISORS

Kittery, ME

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CRD#: 4633600

Professional summary

Leanne Atencio Martin, CFP®, who also goes by Leanne Lorraine Martin, is a registered financial advisor currently at INTEGRITY FINANCIAL ADVISORS, LLC located in Kittery, Maine.

Leanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Leanne has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leanne Lorraine 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.

Independent Insurance Agent, Investment-related, address same as business office, Start date: 5/1/23, Provides advice on health and life insurance in accordance with financial planning. Position-Insurance Agent. 10 hours worked per month all during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leanne Atencio Martin's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2011

Experience

Current

April 28, 2023 - Present

INTEGRITY FINANCIAL ADVISORS, LLC

RIA

CRD#: 313369

Kittery, ME

Past

March 13, 2012 - April 25, 2023

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

Portsmouth, NH

Past

March 9, 2012 - April 25, 2023

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

Kittery, ME

Past

December 5, 2008 - December 31, 2010

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

SAUGUS, MA

Past

November 14, 2008 - December 31, 2010

INVESTMENT PROFESSIONALS, INC.

RIA

CRD#: 30184

SAUGUS, MA

Past

September 14, 2005 - December 20, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

KITTERY, ME

Past

March 18, 2003 - September 27, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 18, 2003 - December 20, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

KITTERY, ME

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".

INTEGRITY FINANCIAL ADVISORS, LLC

ADVANCED FINANCIAL PARTNERS | TWO TUGBOATS LLC | ROBERTS FINANCIAL PARTNERS GROUP | INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 313369 / SEC#: 801-121305

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

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

Maine
(4/28/2023)

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 66

Date: 3/31/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/17/2003

General Securities Representative Examination

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

ADVANCED FINANCIAL PARTNERS | TWO TUGBOATS LLC | ROBERTS FINANCIAL PARTNERS GROUP | INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 313369 / SEC#: 801-121305

RIA

Registered Investment Advisory firm - (7/1/2021 Approved)

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Contact information

Main Address

400 Tradecenter Suite 3990, Woburn, MA 01801

Mailing Address

Phone number

(978) 338-4830

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IFA ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	485
AUM (Assets Under Management)	$ 124,354,304

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Leanne A. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leanne Atencio Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

ARETE WEALTH ADVISORS, LLC

INVESTMENT PROFESSIONALS, INC.

INVESTMENT PROFESSIONALS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

INTEGRITY FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/17/2003

Current Firm

INTEGRITY FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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