Brian J. Martin
Professional summary
Brian John Martin is a registered financial advisor currently at MARTIN & COMPANY located in Valencia, California.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian John Martin's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 15, 2026 - Present
MARTIN & COMPANY
Office #1: 25128 Avenue Tibbitts Suite 150, Valencia, CA 91355September 5, 2025 - June 24, 2026
CETERA INVESTMENT ADVISERS LLC
September 5, 2025 - June 24, 2026
CETERA WEALTH SERVICES, LLC
May 19, 2008 - September 5, 2025
AVANTAX ADVISORY SERVICES
September 3, 2007 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/16/2026)
(6/15/2026)
Exams
Current Firm
MARTIN & COMPANY
CRD#: 342180 / SEC#: 801-136508
Contact information
SEC notice filing (2 States and Territories)
Documents
Red Flags
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