Martin A Frost
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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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
11 years in the industry.
- LPL Financial LLCFeb 2025 to now
- Osaic Wealth, Inc.Nov 2023 to Feb 2025
- Opus Financial Advisors, Inc.Mar 2018 to Feb 2025
- Fsc Securities CorpMar 2018 to Nov 2023
- Suntrust Advisory ServicesSep 2016 to Mar 2018
- Suntrust BankSep 2015 to Mar 2018
- Suntrust Investment ServicesSep 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5785818
- Firm CRD
- 6413