CM
Curtis T. Martin
MILESTONE CAPITAL PLANNING
Birmingham, AL
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CRD#: 7904936
CM
Professional summary
Curtis Thomas Martin is a registered financial advisor currently at MILESTONE CAPITAL PLANNING located in Birmingham, Alabama.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Curtis 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.
Southern Company Services NOT Investment Related 3535 Colonnade Pkwy Birmingham, AL 35243 We are an energy utility, providing both electricity and natural gas resources in the Southeastern and Midwestern United States. Employee - Procurement Supervisor Start Date: January 3, 2011 Time: 160-200 hours per month Hours During Trading Hours: All Day. This is a full-time position. I supervise a team of purchasing agents located at electric generation plants across Alabama and Mississippi. Our team is responsible for providing procurement services to the company's generating facilities.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Thomas 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
January 27, 2025 - Present
MILESTONE CAPITAL PLANNING
RIA
CRD#: 333572
Birmingham, AL
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
Alabama(1/27/2025)
Current Firm
MC
MILESTONE CAPITAL PLANNING
MILESTONE CAPITAL PLANNING | MILESTONE CAPITAL PLANNING, LLC
CRD#: 333572 / SEC#:
Alabama
Registered Investment Advisory firm - (1/27/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Birmingham, AL
Mailing Address
Phone number
(205) 529-2275
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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