RM
Richard P. Martin
TRUE BLUE FINANCIAL
Stevensville, MI 49127
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CRD#: 6819011
RM
Professional summary
Richard P. Martin III, who also goes by Richard Perry Martin III, Richard Martin, is a registered financial advisor currently at TRUE BLUE FINANCIAL, LLC located in Stevensville, Michigan and LPL FINANCIAL LLC located in Stevensville, Michigan.
Richard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Richard has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Richard Perry Martin Iii | Richard 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.
1. 08/01/2017 - RICHARD MARTIN III/ OTHER-NOTARY/ NOT INVESTMENT RELATED/ 0%/ STEVENSVILLE, MI 2. 09/11/2020 - TRUE BLUE FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ STEVENSVILLE, MI 3. 5/7/2021 - True Blue Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Started 01/01/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide administrative support to True Blue Financial, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 9/8/2021 - True Blue Tax - DBA: True Blue Financial - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Certified Public Accountant - Started 05/01/2021 - 60 Hours Per Month/2 Hours During Securities Trading - Tax preparation and planning.
CRS (Client Relationship Summary) - RIA
Click below to view Richard P. Martin III'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®
NoneExperience
Current
February 9, 2021 - Present
TRUE BLUE FINANCIAL, LLC
Office #1: 7889 Red Arrow Highway, Stevensville, MI 49127Office #2: 667 West Main Suite A, Benton Harbor, MI 49022RIA
CRD#: 310841
Stevensville, MI
Current
September 29, 2020 - Present
LPL FINANCIAL LLC
Office #1: 7889 Red Arrow Highway, Stevensville, MI 49127-9252RIA
BD
CRD#: 6413
Stevensville, MI
Past
October 26, 2020 - October 28, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
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".
TB
TRUE BLUE FINANCIAL, LLC
TRUE BLUE FINANCIAL, LLC
CRD#: 310841 / SEC#: 801-133948
RIA
Registered Investment Advisory firm - (7/24/2025 Approved)Arizona
Registered Investment Advisory firm - (9/15/2025 Terminated)Illinois
Registered Investment Advisory firm - (9/15/2025 Terminated)Indiana
Registered Investment Advisory firm - (9/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Michigan(10/24/2020)
IAR
Michigan(2/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/28/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TB
TRUE BLUE FINANCIAL, LLC
TRUE BLUE FINANCIAL, LLC
CRD#: 310841 / SEC#: 801-133948
RIA
Registered Investment Advisory firm - (7/24/2025 Approved)Arizona
Registered Investment Advisory firm - (9/15/2025 Terminated)Illinois
Registered Investment Advisory firm - (9/15/2025 Terminated)Indiana
Registered Investment Advisory firm - (9/23/2025 Terminated)Michigan
Registered Investment Advisory firm - (9/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7889 Red Arrow Highway, Stevensville, MI 49127
Mailing Address
P.o. Box 198, Stevensville, MI 49127-0198
Phone number
(269) 982-2710
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 726 |
| AUM (Assets Under Management) | $ 193,684,474 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUE BLUE FINANCIAL, LLC
CRD#: 310841Stevensville, MI 49127TRUST BUT VERIFY
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