Unclaimed Profile

George Wesley Martin

MARTIN FINANCIAL GROUP, LLC·NEW ALBANY, Indiana

Clean recordMARTIN 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George Wesley Martin is a registered financial advisor based in NEW ALBANY, Indiana, affiliated with MARTIN FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MARTIN FINANCIAL GROUP, LLC

AUM

$236M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2056953

Firm CRD# 149228

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Frequently Asked Questions

What services does George Wesley Martin offer?

George Wesley Martin specializes in Financial Planning, Investment Management. Contact their office in NEW ALBANY, Indiana for a consultation.

What are George Wesley Martin's credentials?

George Wesley Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Wesley Martin located?

George Wesley Martin is based in NEW ALBANY, Indiana, working with MARTIN FINANCIAL GROUP, LLC. Their office serves clients in the NEW ALBANY metropolitan area and surrounding communities.

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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