Wealth Advisor
Current
Apr 2024 - Present
AeroLeads people directory · profile
Brian A. Martin Email & Phone Number
Wealth Advisor
at
LPL Financial
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Star, Idaho, United States
Company size
Who is Brian A. Martin? Overview
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Quick answer
Brian A. Martin is listed as Wealth Advisor at LPL Financial, a with 7900 employees, based in Star, Idaho, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Brian A. Martin.
Brian A. Martin previously worked as Financial Planner at Lincoln Financial Advisors and Senior Financial Advisor at Wells Fargo Advisors, LLC at Wells Fargo Advisors, Llc. Brian A. Martin holds Bachelor Of Science - Bs, Accounting And Finance from Arizona State University.
Company email context
Email format at LPL Financial
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*@wellsfargo.com
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AeroLeads found 1 current-domain work email signal for Brian A. Martin. Compare company email patterns before reaching out.
Profile bio
About Brian A. Martin
In 1993, Brian joined the financial services profession as someone enthusiastic about the stock market. Years of experience later, he is passionate about helping people take complex ideas and turning them into understandable solutions for their own situations. Brian specializes in working with small business owners and families primarily in Idaho, California, Texas and other surrounding states. He joined LPL Financial in 2024 and has offices in all three states.To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LPL Financial (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.He earned a Bachelor of Science in Accounting from Arizona State University, completed course work at the College for Financial Planning, and is pursuing the CERTIFIED FINANCIAL PLANNER Professional certification from Kaplan Financial Education. Brian, his wife Donna, and their children (Elizabeth, David, Wyatt) love the outdoors, visiting with family/friends, and attending Church. When not meeting with clients, Brian can be found surfing, skiing, snowboarding, hiking, singing and playing music and with his family and in town. For fun, Brian and Donna have taken up ballroom dancing and kickboxing.Brian A. Martin- Wealth AdvisorBrian A. Martin Investment Services
Listed skills include Retirement Planning, Investment Planning, Investment Strategies, Public Speaking, and 12 others.
Current workplace
Brian A. Martin's current company
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Lpl Financial
5 roles
Brian A. Martin work experience
A career timeline built from the work history available for this profile.
Financial Planner
Best way to reach me is brian.a.martin@LFG.com- Retirement planning and investing- Individual Stocks and Bonds- Estate Planning Strategies- Business Succession Planning- 401ks Disability and Life Insurance- College Funding Strategies- Social Security StrategiesBrian A Martin is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer… Show more Best way to reach me is brian.a.martin@LFG.com- Retirement planning and investing- Individual Stocks and Bonds- Estate Planning Strategies- Business Succession Planning- 401ks Disability and Life Insurance- College Funding Strategies- Social Security StrategiesBrian A Martin is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Cornerstone Financial Partners is a marketing name for registered representatives of Lincoln Financial Advisors Corp. CA Insurance License # 0B12157 CRN-6041371-102023 Show less
May 2015 - Jul 2024
Senior Financial Advisor At Wells Fargo Advisors, Llc
Private Bank Clients and Business Owners
Sep 2008 - Apr 2015
Senior Financial Advisor
Unionbanc Investments
Private Banking Clients and High Net Worth Clients
Jan 2004 - Sep 2008
Senior Internal Wholesaler
Marketed variable annuities and mutual funds to Financial Advisors.
Mar 1996 - Jan 2004
Team & coworkers
Colleagues at LPL Financial
Other employees you can reach at lpl.com. View company contacts for 7900 employees →
BT
Bailey Tompkins
Colleague at Lpl FinancialGreater Seattle Area, United States
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MW
Maggie Wilder
Colleague at Lpl FinancialRaleigh, North Carolina, United States
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SR
Sharndereia Reid-Davis
Colleague at Lpl FinancialGastonia, North Carolina, United States
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MW
Matt Walker
Colleague at Lpl FinancialNashville Metropolitan Area, United States
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LJ
Lisa Johanns
Colleague at Lpl FinancialCharlotte Metro, United States
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MP
Melissa Patterson
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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UU
Undefined Undefined
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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JN
Jan Nowak
Colleague at Lpl FinancialPowell, Ohio, United States
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JD
Jason Dutson
Colleague at Lpl FinancialSan Diego, California, United States
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LA
Lene Allis-Graham
Colleague at Lpl FinancialLittleton, Colorado, United States
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Bailey Tompkins
Colleague at Lpl FinancialGreater Seattle Area, United States
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MW
Maggie Wilder
Colleague at Lpl FinancialRaleigh, North Carolina, United States
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SR
Sharndereia Reid-Davis
Colleague at Lpl FinancialGastonia, North Carolina, United States
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MW
Matt Walker
Colleague at Lpl FinancialNashville Metropolitan Area, United States
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LJ
Lisa Johanns
Colleague at Lpl FinancialCharlotte Metro, United States
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MP
Melissa Patterson
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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UU
Undefined Undefined
Colleague at Lpl FinancialCharlotte, North Carolina, United States
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JN
Jan Nowak
Colleague at Lpl FinancialPowell, Ohio, United States
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JD
Jason Dutson
Colleague at Lpl FinancialSan Diego, California, United States
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LA
Lene Allis-Graham
Colleague at Lpl FinancialLittleton, Colorado, United States
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2 education records
Brian A. Martin education
Bachelor Of Science - Bs, Accounting And Finance
High School
Newport Harbor High School
FAQ
Frequently asked questions about Brian A. Martin
Quick answers generated from the profile data available on this page.
What company does Brian A. Martin work for?
Brian A. Martin works for LPL Financial.
What is Brian A. Martin's role at LPL Financial?
Brian A. Martin is listed as Wealth Advisor at LPL Financial.
What is Brian A. Martin's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Brian A. Martin at LPL Financial.
Where is Brian A. Martin based?
Brian A. Martin is based in Star, Idaho, United States while working with LPL Financial.
What companies has Brian A. Martin worked for?
Brian A. Martin has worked for Lpl Financial, Lincoln Financial Advisors, Wells Fargo Advisors, Llc, Unionbanc Investments, and Pacific Life.
Who are Brian A. Martin's colleagues at LPL Financial?
Brian A. Martin's colleagues at LPL Financial include Bailey Tompkins, Maggie Wilder, Sharndereia Reid-Davis, Matt Walker, and Lisa Johanns.
How can I contact Brian A. Martin?
You can use AeroLeads to view verified contact signals for Brian A. Martin at LPL Financial, including work email, phone, and LinkedIn data when available.
What schools did Brian A. Martin attend?
Brian A. Martin holds Bachelor Of Science - Bs, Accounting And Finance from Arizona State University.
What skills is Brian A. Martin known for?
Brian A. Martin is listed with skills including Retirement Planning, Investment Planning, Investment Strategies, Public Speaking, Mutual Funds, Financial Planning, Insurance, and Series 63.
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