Paul Martin's Location
Fort Mill, SC, US
Paul Martin's Work
- Vice President, Relationship Manager @ LPL Financial
- AVP, Growth Consultant @ LPL Financial
- AVP, Relationship Manager @ INVEST Financial Corporation
- Divisional Administrative Manager @ Raymond James
Paul Martin's Education
- University of Tampa - John H. Sykes College of Business
MBA (Finance and Investments)
- University of South Florida - College of Business Administration
BS (Finance)
Paul Martin's Skills
- Series 63
- Accedited Investment Fiduciary
- Practice Management
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- Series 53
- Investments
Paul Martin's Summary
Paul Martin, based in Fort Mill, SC, US, is currently a Vice President, Relationship Manager at LPL Financial, bringing experience from previous roles at LPL Financial, INVEST Financial Corporation and Raymond James Financial Inc.. Paul Martin holds a MBA in Finance and Investments @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Series 63, Accedited Investment Fiduciary, Practice Management, Fixed Annuities, Insurance and more, Paul Martin contributes valuable insights to the industry. Paul Martin has 1 email on RocketReach.
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