Martin Plant (CRD# 5851394) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Kissimmee, FL and has over 13 years of experience in the finance industry.
CRD# 5174590
Tripletail Wealth Management
CRD# 6524729
Charles Schwab & Company, Inc.
CRD# 4538903
Ahl Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Lake Mary, FL | Aug 2010 - Current | 13 |
| Fifth Third | Lake Mary, FL | Jul 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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