Unclaimed Profile

Mary Patricia Martin

BANKPLUS WEALTH MANAGEMENT, LLC·JACKSON, Mississippi

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record20 years registeredBANKPLUS WEALTH MANAGEMENT, LLC

1200 EASTOVER DRIVE, JACKSON, MS 39211CRD# 2840275Firm CRD# 152588

Profile Verification

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

Identity

Mary Patricia Martin · JACKSON, MS

Registration

CRD #2840275 · BANKPLUS WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BANKPLUS WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

Mar 2017 – Jun 2025

JACKSON, MS

BALLEW ADVISORS INC

May 2006 – Feb 2017

JACKSON, MS

AXA ADVISORS, LLC

Mar 2006 – Apr 2006

RIDGELAND, MS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · March 22, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BANKPLUS WEALTH MANAGEMENT, LLC

CRD 152588 · SEC 801-121567

AUM

$151M

Regulatory assets under management

Employees

570 client accounts

Services offered by BANKPLUS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BANKPLUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mary Patricia Martin offer?

Mary Patricia Martin specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Mary Patricia Martin's credentials?

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

Where is Mary Patricia Martin located?

Mary Patricia Martin is based in JACKSON, Mississippi, last registered with BANKPLUS WEALTH MANAGEMENT, LLC.

How does Mary Patricia Martin charge for services?

Mary Patricia Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BANKPLUS WEALTH MANAGEMENT, LLC?

BANKPLUS WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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