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Thomas Terry Martin

DENTAL WEALTH ADVISORS, LLC·BELLEVUE, Washington
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3015 112TH AVENUE NE, BELLEVUE, WA 98004CRD# 4694060Firm CRD# 127147
01

About

Thomas Terry Martin is a registered financial advisor based in BELLEVUE, Washington, affiliated with DENTAL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DENTAL WEALTH ADVISORS, LLC
DENTAL WEALTH ADVISORS, LLC
AUM
$141M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DENTAL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4694060
Firm CRD# 127147
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Terry Martin offer?
Thomas Terry Martin specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Thomas Terry Martin's credentials?
Thomas Terry Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Terry Martin located?
Thomas Terry Martin is based in BELLEVUE, Washington, working with DENTAL WEALTH ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Thomas Terry Martin charge for services?
Thomas Terry 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 DENTAL WEALTH ADVISORS, LLC?
DENTAL WEALTH ADVISORS, LLC has approximately 3 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DENTAL WEALTH ADVISORS, LLC

Margaret Mcguire Boyle
KIRKLAND, WA

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Research
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