John Martin, Cfp®

John Martin, Cfp® Email and Phone Number

SVP - Wealth Management at DAI Wealth @ DAI Securities, LLC.
John Martin, Cfp®'s Location
Austin, Texas, United States, United States
John Martin, Cfp®'s Contact Details

John Martin, Cfp® work email

John Martin, Cfp® personal email

n/a
About John Martin, Cfp®

John Martin, Cfp® is a SVP - Wealth Management at DAI Wealth at DAI Securities, LLC.. He possess expertise in leadership, series 63, retirement planning, sales, financial planning and 14 more skills.

John Martin, Cfp®'s Current Company Details
DAI Securities, LLC.

Dai Securities, Llc.

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SVP - Wealth Management at DAI Wealth
John Martin, Cfp® Work Experience Details
  • Dai Securities, Llc.
    Svp - Wealth Management
    Dai Securities, Llc. Sep 2022 - Present
    Atlanta, Georgia, Us
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  • Advisor Group
    Vp, Regional Consultant
    Advisor Group Nov 2017 - Sep 2022
    Phoenix, Arizona, Us
    View
  • National Planning Holdings (Nph)
    Regional Advisory Consultant
    National Planning Holdings (Nph) Dec 2016 - Nov 2017
    Appleton, Wisconsin, Us
    View
  • Ivy Funds
    External Wholesaler
    Ivy Funds Sep 2009 - May 2016
    Overland Park, Ks, Us
    Maryland, Virginia, Washington D.C, West Virginia, Kentucky, Delaware
    View
  • U.S. Bank
    Financial Advisor
    U.S. Bank May 2006 - Mar 2009
    Minneapolis, Mn, Us
    Asst Territory Sales Manager CO, UT, WYFinancial Advisor in Denver, CO
    View
  • State Farm
    Field Sales Associate
    State Farm Jun 2004 - May 2006
    Bloomington, Illinois, Us
    Wholesale Mutual Funds, Variable Annuities, Life Insurance
    View
  • Curian Capital
    Internal Regional Business Consultant
    Curian Capital Jan 2003 - Jun 2004
    Us
    View
  • Oppenheimer & Co. Inc.
    Product Specialist
    Oppenheimer & Co. Inc. 2001 - 2003
    New York, Ny, Us
    View

John Martin, Cfp® Skills

Leadership Series 63 Retirement Planning Sales Financial Planning Portfolio Management Sales Operations Investments Finance Asset Allocation Financial Services Sales Management Life Insurance Mutual Funds Certified Financial Planner Personal Finance Retirement Series 7 Investment Management

John Martin, Cfp® Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Finance And Banking/ Real Estate

Frequently Asked Questions about John Martin, Cfp®

What company does John Martin, Cfp® work for?

John Martin, Cfp® works for Dai Securities, Llc.

What is John Martin, Cfp®'s role at the current company?

John Martin, Cfp®'s current role is SVP - Wealth Management at DAI Wealth.

What is John Martin, Cfp®'s email address?

John Martin, Cfp®'s email address is jo****@****ank.com

What is John Martin, Cfp®'s direct phone number?

John Martin, Cfp®'s direct phone number is +141476*****

What schools did John Martin, Cfp® attend?

John Martin, Cfp® attended University Of Missouri-Columbia.

What skills is John Martin, Cfp® known for?

John Martin, Cfp® has skills like Leadership, Series 63, Retirement Planning, Sales, Financial Planning, Portfolio Management, Sales Operations, Investments, Finance, Asset Allocation, Financial Services, Sales Management.

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