Steven S. Martin, Cpa, Cfp®

Steven S. Martin, Cpa, Cfp® Email and Phone Number

Senior Vice President - Investments at Davenport & Company LLC @ Davenport & Company LLC
richmond, virginia, united states
Steven S. Martin, Cpa, Cfp®'s Location
Richmond, Virginia, United States, United States
Steven S. Martin, Cpa, Cfp®'s Contact Details

Steven S. Martin, Cpa, Cfp® personal email

n/a
About Steven S. Martin, Cpa, Cfp®

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.Davenport & Company LLC is not associated in any way with LinkedIn Corp. Davenport is a separate, independent company which offers investment and advisory services. Davenport is a member of FINRA-SIPC-NYSE.Neither Davenport nor its employees are providing or offering to provide personalized investment advice through this site. The views and opinions published on this website are not necessarily those of Davenport & Company. Third-party posts do not reflect the views of Davenport & Company, nor are they approved or endorsed by Davenport or any of its employees.This web page is intended for residents of the United States only. Neither the information nor any opinion expressed on this site constitutes an offer to buy or sell any security or instrument or participate in any particular trading strategy. Davenport is registered to conduct securities broker/dealer business in every U.S. state or territory except North Dakota and Guam. Davenport has made investment adviser notice filings in the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia & Wisconsin.

Steven S. Martin, Cpa, Cfp®'s Current Company Details
Davenport & Company LLC

Davenport & Company Llc

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Senior Vice President - Investments at Davenport & Company LLC
richmond, virginia, united states
Employees:
313
Steven S. Martin, Cpa, Cfp® Work Experience Details
  • Davenport & Company Llc
    Senior Vice President - Investments
    Davenport & Company Llc Oct 2017 - Present
    Richmond, Virginia Area
  • Wells Fargo Advisors
    First Vice President - Investment Officer
    Wells Fargo Advisors May 1997 - Oct 2017
    Richmond, Virginia Area
  • Allegheny Energy, Inc.
    Tax Accountant
    Allegheny Energy, Inc. 1991 - 1997
    Hagerstown, Maryland
  • Army National Guard
    Commissioned Officer
    Army National Guard 1987 - 1993

Steven S. Martin, Cpa, Cfp® Skills

Retirement Planning Asset Allocation Finance Financial Analysis Insurance Retirement Risk Management Financial Services Securities

Steven S. Martin, Cpa, Cfp® Education Details

Frequently Asked Questions about Steven S. Martin, Cpa, Cfp®

What company does Steven S. Martin, Cpa, Cfp® work for?

Steven S. Martin, Cpa, Cfp® works for Davenport & Company Llc

What is Steven S. Martin, Cpa, Cfp®'s role at the current company?

Steven S. Martin, Cpa, Cfp®'s current role is Senior Vice President - Investments at Davenport & Company LLC.

What is Steven S. Martin, Cpa, Cfp®'s email address?

Steven S. Martin, Cpa, Cfp®'s email address is st****@****ors.com

What schools did Steven S. Martin, Cpa, Cfp® attend?

Steven S. Martin, Cpa, Cfp® attended Mount St. Mary's University, Frostburg State University.

What skills is Steven S. Martin, Cpa, Cfp® known for?

Steven S. Martin, Cpa, Cfp® has skills like Retirement Planning, Asset Allocation, Finance, Financial Analysis, Insurance, Retirement, Risk Management, Financial Services, Securities.

Who are Steven S. Martin, Cpa, Cfp®'s colleagues?

Steven S. Martin, Cpa, Cfp®'s colleagues are Ricardo Cornejo, Thomas Valenza, Joseph L. Keiger, Cfp®, Thomas Ptachick Cfp®, Harry "skip" W. Hamilton,lll, Ashton Love, Stephanie Bednar.

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