Unclaimed Profile

George Wesley Martin

MARTIN FINANCIAL GROUP, LLC·NEW ALBANY, Indiana

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredMARTIN FINANCIAL GROUP, LLC

3707 CHARLESTOWN ROAD, NEW ALBANY, IN 47150CRD# 2056953Firm CRD# 149228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Wesley Martin · NEW ALBANY, IN

Registration

CRD #2056953 · MARTIN FINANCIAL GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARTIN FINANCIAL GROUP, LLC

MARINER WEALTH

Feb 2019 – Jan 2026

NEW ALBANY, IN

MARTIN FINANCIAL GROUP, LLC

Feb 2009 – Mar 2019

NEW ALBANY, IN

PRUDENTIAL FINANCIAL PLANNING SERVICES

Nov 1999 – Feb 2009

NEW ALBANY, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 3, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTIN FINANCIAL GROUP, LLC

CRD 149228 · SEC 801-79489

AUM

$236M

Regulatory assets under management

Employees

1,123 client accounts

Services offered by MARTIN FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARTIN FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does George Wesley Martin offer?

George Wesley Martin specializes in Financial Planning, Investment Management.

What are George Wesley Martin's credentials?

George Wesley Martin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is George Wesley Martin located?

George Wesley Martin is based in NEW ALBANY, Indiana, last registered with MARTIN FINANCIAL GROUP, LLC.

How does George Wesley Martin charge for services?

George Wesley Martin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARTIN FINANCIAL GROUP, LLC?

MARTIN FINANCIAL GROUP, LLC has approximately 9 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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