Kenneth Martin
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lake Charles, LA 70605
Credentials
Series 66
Industry experience
14 years
Kenneth Martin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2012, bringing over thirty years of experience in operational and accounting management as well as ownership within the auto and heavy truck dealership industry. This extensive background provides him with valuable insight into the financial and business needs of business owners, enabling him to structure wealth management, estate planning, and business financial strategies tailored to their unique requirements.
Mr. Martin graduated from Louisiana State University Baton Rouge in 1980 with a Bachelor of Science in Industrial Management. He holds the designation of Personal Investment Advisor (PIA). His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and investment strategy for individuals and businesses.
A lifelong resident of Lake Charles, Louisiana, Kenneth Martin is actively involved in his community. He serves as a vestry member and finance committee member of the Good Shepherd Episcopal Church, where he has held leadership roles including Senior Warden. Additionally, he is a board member of the Chennault International Airport Authority. Outside of his professional and community commitments, he pursues interests such as big game hunting and enjoys spending time with his wife, Brigette Walker Martin, and their four children.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
2020 Country Club Rd
Lake Charles, LA 70605
Louisiana · Mississippi · Texas
Bank Of America, N.a.
2012 - Present (14 years)
Merrill Lynch, Pierce, Fenner and Smith Incorporated
2012 - Present (14 years)
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