MM
Mohan T. Martin
MARTIN WEALTH MANAGEMENT
Irvine, CA 92604
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CRD#: 7605524
MM
Professional summary
Mohan T. Martin is a registered financial advisor currently at MARTIN WEALTH MANAGEMENT, LLC located in Irvine, California.
Mohan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mohan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sell Medicare insurance. Working with individuals age 65 and older to help them with Medicare insurance options. Receive a percentage of commissions received by agency Martin & Associates Insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Mohan T. 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®
NoneExperience
Current
July 28, 2022 - Present
MARTIN WEALTH MANAGEMENT, LLC
Office #1: 4000 Barranca Pkwy Suite 250, Irvine, CA 92604RIA
CRD#: 147225
Irvine, CA
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
California(7/28/2022)
Current Firm
MW
MARTIN WEALTH MANAGEMENT, LLC
105 ADVISOR | MARTIN WEALTH MANAGEMENT, LLC
CRD#: 147225 / SEC#:
California
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Contact information
Main Address
4000 Barranca Pkwy Suite 250, Irvine, CA 92604
Mailing Address
Phone number
(949) 854-4941
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
