Brian John Martin
Investment adviser representative at Martin & Company
19 yearsExperience
2 statesRegistered in
$336.2MFirm assets
Under 1 yearFirm 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
- Pension consulting
Experience
19 years in the industry.
- Martin Advisors LLCJun 2026 to now
- Martin & Company Inc.Jan 2018 to now
- Cetera Investment Advisers LLCSep 2025 to Jun 2026
- Cetera Wealth Services, LLCSep 2025 to Jun 2026
- Avantax Advisory ServicesSep 2019 to Sep 2025
- Avantax Investment Services, Inc.Sep 2019 to Sep 2025
- Martin & Company Cpa's, A Professional CorporationJan 2009 to Jan 2018
- Terry MartinOct 2007 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Martin & Company
Legal name: Martin Advisors LLC
$336.2MAssets managed
250Clients
4Advisers
Under 1 yearIn 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
- 5390388
- Firm CRD
- 342180