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Richard M
Series 63, Series 65, Series 66
Mandeville, LA
Martin & Associates Investment Advisory Services LLC
Richard Martin is a financial advisor at Martin & Associates Investment Advisory Services LLC with 44 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at Osaic Wealth, Inc. and FSC Securities Corporation, Inc. prior to his current role. Martin also manages variable annuity contracts as part of his insurance-related activities. Martin & Associates advises individual and high-net-worth investors through discretionary portfolio management, utilizing exchange-traded funds and a sector-rotation investment approach. The firm offers managed account programs, third-party manager options, and ERISA 3(38) services to retirement-plan sponsors, managing approximately $63–64 million across 250 client relationships.
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