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Richard Martin

Advisor at LPL Financial

Updated today

Location

Brownwood, TX 76801

Credentials

Series 65

Industry experience

53 years

About

Richard Martin is a financial advisor with LPL Financial, holding a Series 65 designation and over 53 years of industry experience. His career includes roles at VOYA Financial Advisors and Great Southern Life, along with long-standing involvement in insurance through Insurance Specialists, where he serves as owner, agent, and vice president. Martin is also active as an insurance agent in a professional corporation focused on health and life insurance products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a broad delivery platform.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

201 N Fisk Ave

Brownwood, TX 76801

Most active in

Texas

Work history

LPL Financial

2020 - Present (6 years)

VOYA Financial Advisors

2014 - 2020 (6 years)

Insurance Specialists

1988 - Present (38 years)

Great Southern Life

1973 - 2020 (47 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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