Martha E. Webb
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.
Martha Elizabeth Webb, CFP®, who also goes by Martha Elizabeth Corley, Beth Webb, Elizabeth Corley Webb, Elizabeth Corley Webb, was a registered financial professional .
Martha is a previously registered financial professional and started their career in finance in 2004. Martha had worked at 5 firms and has passed the Series 66 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
March 5, 2012 - September 14, 2016
KINGS POINT CAPITAL MANAGEMENT LLC
July 19, 2010 - May 16, 2011
SECURITIES SERVICE NETWORK, LLC
January 22, 2010 - July 13, 2010
INSTITUTIONAL CAPITAL MANAGEMENT, INC.
February 18, 2008 - December 31, 2009
SECURITIES SERVICE NETWORK, LLC
May 4, 2007 - January 29, 2008
ENVISION WEALTH PLANNING
December 13, 2004 - May 22, 2006
TRUIST INVESTMENT SERVICES, INC.
October 20, 2004 - May 22, 2006
TRUIST INVESTMENT SERVICES, INC.
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
KINGS POINT CAPITAL MANAGEMENT LLC
CRD#: 137728 / SEC#: 801-64958
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,334 |
| AUM (Assets Under Management) | $ 1,697,342,447 |
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.
