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William Currie Martin Jr.

Advisor at Raymond James Financial — Lancaster, KY

Updated today

Credentials

Series 66

Experience

3 years

Location

Lancaster, KY 40444

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

William Martin Jr. is a Series 66–licensed financial advisor with Raymond James Financial in Lancaster, Kentucky, with three years of industry experience. Prior to joining Raymond James, he spent eight years at Centre College. He is also involved with FNB Investment Services as an associate, providing investment services through Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Lancaster, KY

20 Commerce Drive

Lancaster KY 40444

Advisors at this office

1

Most active in

Kentucky

Work history

3 years of industry experience

Raymond James Financial

2023 - Present • 3 years

Lancaster, KY

Farmer's National Bank

2023 - Present • 3 years

Lancaster, KY

Raymond James Financial Services Inc.

2023 - Present • 3 years

Lancaster, KY

Centre College

2015 - 2023 • 8 years

Danville, KY

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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George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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Tina C

Series 66

Harrodsburg, KY

FWG Investments, LLC

Tina Culp is a financial advisor with FWG Investments, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc., and has been with Family Wealth Group since 2022. FWG Investments provides advisory services to individuals, trusts, small businesses, pension and profit-sharing plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients through educational seminars and newsletters.

Annuities Income planning Real estate investing Founder/Business Owner Retired
user avatar

Rebecca B

Series 65

Danville, KY

Resurgent Advisors

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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David M

Series 63, Series 65

Danville, KY

Kingswood Wealth Advisors, LLC

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and United Financial Services. In addition to advisory services, he engages in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside use of third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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James G

Series 63

Danville, KY

Benjamin F. Edwards & Company, Inc.

James Garner Jr. is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at Benjamin F. Edwards since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he is involved in audio/video theatrical scriptwriting through his company, Garner Productions, where he serves as writer, producer, actor, director, and host. Benjamin F. Edwards & Company serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of investment management services through fee-based wrap programs, combining discretionary and non-discretionary strategies supervised by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

George R

Series 63, Series 65

Richmond, KY

Eagle Strategies (NY Life)

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Eagle Strategies since 2006 and concurrently operates Ridings Insurance and Financial Services, Ltd. Ridings is active in several community and historical organizations, including serving as president of the Battle of Richmond Association and a board member for various Civil War history groups. He also serves as the 2024 president of the Kentucky State NAIFA. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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