Nakia Schwann Martin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, IncJul 2025 to now
- Raymond James Financial Services Advisory Inc.Jul 2025 to now
- Raymond James Financial Services Inc.Jul 2025 to now
- LPL Financial LLCApr 2024 to Jul 2025
- Thrivent Investment Management IncAug 2021 to Apr 2024
- LPL Financial LLCNov 2017 to Jul 2021
- Lincoln Financial Advisors CorporationApr 2017 to Nov 2017
- Lincoln Financial Securities CorporationApr 2017 to Nov 2017
- Cambridge Investment Research Advisors, Inc.Mar 2015 to Mar 2017
- Cambridge Investment Research, Inc.Mar 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4171572
- Firm CRD
- 149018