Harold Lee Martin
Investment adviser representative at Zacks Investment Management, Inc.
13 yearsExperience
1 stateRegistered in
$14.6BFirm assets
34 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Zacks Investment Management, Inc.Jul 2023 to now
- CoachhubJun 2022 to Jan 2023
- Greenut ButterJul 2020 to Jul 2023
- Tribune PublishingMar 2018 to Jun 2022
- Salt Creek ClubJun 2017 to Feb 2018
- Innova EvDec 2016 to Jan 2017
- Depauw UniversityAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Zacks Investment Management, Inc.
$14.6BAssets managed
3,741Clients
83Advisers
34 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
- 7945183
- Firm CRD
- 110897