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Robert Ralph Martini

Advisor at Integrity Alliance, LLC — Gasburg, VA

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Gasburg, VA

Integrity Alliance, LLC logo

Integrity Alliance, LLC

Enterprise

Total advisors

324

Across 192 offices

Clients per advisor

33 Very Low

Avg AUM per client

$454,036 Typical

HNW client ratio

10% Low

About

Robert Martini is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Martini Financial Services, Inc. and Madison Avenue Securities, Inc., among other firms. Outside of advisory work, he is involved in the sales and service of fixed insurance products through Martini Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement plan consulting, utilizing a range of portfolio management approaches and access to third-party manager programs and credit solutions.

Client services

Based on Integrity Alliance, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Integrity Alliance, LLC

Annuities ESG / Sustainable investing

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Fee options

Fixed

Financial planning fixed fees ranging from $0 to $50,000; Retirement plan participant consulting fixed fees up to $5,000

Percentage

$0 - $1,000,000: 1.00% - 2.80% $1,000,001 - $3,000,000: 1.00% - 2.20% $3,000,001+: 0.50% - 1.75%

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Minimum fee: Select Program minimum account fee starting at 1.00% annually for first $1,000,000

Location

See office

Gasburg, VA

Gasburg VA

Advisors at this office

1

Most active in

North Carolina · Virginia

Work history

34 years of industry experience

Martini Financial Services, Inc.

2025 - Present • 1 year

Gasburg, VA

Integrity Alliance, LLC

2025 - Present • 1 year

Gasburg, VA

Brokers International Financial Services/Integrity Alliance, LLC

2017 - 2025 • 8 years

Lexington, NC

Madison Avenue Securities, Inc.

2009 - 2016 • 7 years

Henderson, NV

Martini Financial Services, Inc.

2006 - 2025 • 19 years

Lexington, NC

Madison Avenue Securities, Inc.

2006 - 2016 • 10 years

Henderson, NV

Disclosures

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

Business activities & affiliations

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Alexander H

Series 66

Roanoke Rapids, NC

Credit Union Investment Services

Alexander Hoscila is a Series 66 licensed financial advisor with Credit Union Investment Services, based in Roanoke Rapids, NC. He has two years of industry experience and has held roles with State Employees' Credit Union, SECU Brokerage Services, SECU Life Insurance Company, and Equitable Advisors. Hoscila also serves as a Financial Advisory Services Specialist and life insurance agent with State Employees' Credit Union and its affiliates. Credit Union Investment Services serves individual investors and trust clients in North Carolina, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

General retirement planning Passive / index investing
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Steven B

CFP®, Series 63, Series 66

South Hill, VA

Edward Jones

Steven Bartholomew is a CFP® professional at Edward Jones with 19 years of experience in the financial industry. He has been with Edward Jones since 2006. Outside of his advisory role, he is the owner of Knob Hill Properties LLC, a business involved in rental property management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Harrison B

CFP®, ChFC®, Series 63

South Hill, VA

Edward Jones

Harrison Bowlin is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His prior roles include positions at Royal Alliance Associates, Bowlin Financial, SIGNATOR, and John Hancock SII. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive

Jackson M

Series 66

South Hill, VA

Edward Jones

Jackson Moseley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Lake Country Home Center, Absolute Storage Management, Virginia Tech, and Home Depot. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlays, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Spencer N

CFP®, Series 66

Roanoke Rapids, NC

Edward Jones

Spencer Nichols is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm is notable for its large retail advisor and branch footprint as well as affiliated offerings including a trust company and proprietary mutual funds.

College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance Founder/Business Owner
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Jeremy C

Series 66

South Hill, VA

Cetera

Jeremy Creedle is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Pointe Realty Group and High Point University. Creedle also serves as a financial advisor at Virginia Asset Management and is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that provides investment management, financial planning, and retirement services through a large network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of portfolio management options and model portfolio strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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