Unclaimed Profile

Andrew D Martin

7TWELVE ADVISORS, LLC·NASHVILLE, Tennessee

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record22 years registered7TWELVE ADVISORS, LLC

10 BURTON HILLS BLVD, NASHVILLE, TN 37215CRD# 1335601Firm CRD# 149849

Profile Verification

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

Identity

Andrew D Martin · NASHVILLE, TN

Registration

CRD #1335601 · 7TWELVE ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

SILVER OAK SECURITIES, INC.

Nov 2017 – present

7TWELVE ADVISORS, LLC

Feb 2012 – Mar 2023

NASHVILLE, TN

7TWELVE ADVISORS, LLC

Oct 2009 – Dec 2011

NASHVILLE, TN

GIRARD SECURITIES, INC.

Jul 2008 – Oct 2017

NASHVILLE, TN

AIG FINANCIAL ADVISORS, INC.

Oct 2005 – Jul 2008

NASHVILLE, TN

SPELMAN & CO INC

Mar 2004 – Oct 2005

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · March 26, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

7TWELVE ADVISORS, LLC

CRD 149849 · SEC 801-71758

AUM

$49M

Regulatory assets under management

Employees

1 client accounts

Services offered by 7TWELVE ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at 7TWELVE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew D Martin offer?

Andrew D Martin specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Andrew D Martin's credentials?

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

Where is Andrew D Martin located?

Andrew D Martin is based in NASHVILLE, Tennessee, working with 7TWELVE ADVISORS, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Andrew D Martin charge for services?

Andrew D 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 7TWELVE ADVISORS, LLC?

7TWELVE ADVISORS, LLC has approximately 3 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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