Unclaimed Profile

James Earle Martin

ARBOR INVESTMENT ADVISORS, LLC·WINSTON SALEM, North Carolina

Series 6, Series 7, Series 63, Series 65Clean record17 years registeredARBOR INVESTMENT ADVISORS, LLC

300 SOUTH MAIN STREET, WINSTON SALEM, NC 27101CRD# 1761100Firm CRD# 111077

Profile Verification

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

Identity

James Earle Martin · WINSTON SALEM, NC

Registration

CRD #1761100 · ARBOR INVESTMENT ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARBOR INVESTMENT ADVISORS, LLC

ARBOR INVESTMENT ADVISORS

Apr 2009 – Dec 2025

WINSTON SALEM, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 17, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR INVESTMENT ADVISORS, LLC

CRD 111077 · SEC 801-58281

AUM

$957M

Regulatory assets under management

Employees

1,255 client accounts

Services offered by ARBOR INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR INVESTMENT ADVISORS, LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WINSTON SALEM?

Browse all registered financial advisors in WINSTON SALEM, North Carolina or claim this profile if it's yours.

Browse WINSTON SALEM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Earle Martin offer?

James Earle Martin specializes in Financial Planning, Investment Management.

What are James Earle Martin's credentials?

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

Where is James Earle Martin located?

James Earle Martin is based in WINSTON SALEM, North Carolina, last registered with ARBOR INVESTMENT ADVISORS, LLC.

How does James Earle Martin charge for services?

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

How large is ARBOR INVESTMENT ADVISORS, LLC?

ARBOR INVESTMENT ADVISORS, LLC has approximately 8 employees and manages $957M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →