Richard P. Martin
Investment adviser representative at True Blue Financial, LLC
11 yearsExperience
1 stateRegistered in
$271.5MFirm assets
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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- True Blue Financial, LLCJul 2017 to now
- True Blue Tax, LLCJul 2017 to now
- LPL Financial, LLCJun 2017 to now
- Crowe Horwath, LLPAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
True Blue Financial, LLC
$271.5MAssets managed
575Clients
3Advisers
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
- 6819011
- Firm CRD
- 310841