Martin Josiah Harban
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMay 2026 to now
- Bank of America N.A.Jan 2023 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to May 2026
- The Huntington Investment CompanyJul 2020 to Oct 2022
- The Huntington National BankJun 2020 to Oct 2022
- Newport Group Securities, Inc.May 2019 to Jun 2020
- Newport Group, Inc.May 2019 to Jun 2020
- PNC Capital Advisors LLCFeb 2013 to May 2019
- PNC Funds Distributor, LLCFeb 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4759880
- Firm CRD
- 6413