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AM

Atencio T. Martin

INTEGRITY FINANCIAL ADVISORS
Kittery, ME
Some features on this profile are disabled
CRD#: 7709709
AM

Professional summary

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

Atencio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Atencio has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Atencio 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Atencio Taylor 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®
None

Experience

Current

April 9, 2024 - Present

INTEGRITY FINANCIAL ADVISORS, LLC

RIA
CRD#: 313369
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".
IF
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
(4/9/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2024
Uniform Investment Adviser Law Examination

Current Firm

IF
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
10

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts485
AUM (Assets Under Management)$ 124,354,304

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.

Company Information

INTEGRITY FINANCIAL ADVISORS, LLC

CRD#: 313369Kittery, ME

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