Timothy Ray Martin
Investment adviser representative at Oneseven
18 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 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 feeOther
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
18 years in the industry.
- OnesevenSep 2025 to now
- Mgo Oneseven dba Onpoint Wealth PartnersSep 2025 to now
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- Pensionmark Financial Group, LLCJun 2024 to Sep 2025
- World Investments, Inc.Jun 2024 to Sep 2025
- Raymond James Financial Services Advisors, Inc.Feb 2021 to Jun 2024
- Raymond James Financial Services, Inc.Feb 2021 to Jun 2024
- Onpoint Wealth PartnersJan 2021 to Sep 2025
- MML Investors Services, Inc.Jun 2008 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 4498380
- Firm CRD
- 283087