Capital Square, LLC
About this Advisor
Clinton Martin is a certified financial planner who is based in Fairhope, Alabama. Currently a registered financial advisor at Capital Square, LLC, Martin has 13 years of work experience in the financial advisory industry. Martin has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Martin is registered to serve investors in Alabama and Texas. During their career, the advisor has held roles at Edward Jones, Raymond James Financial Services, Insurance-Non Variable, Martin Consulting Group, LLC, Raymond James Financial Services Advisors, Inc, Www.Thecontitutionclub.Org, Cbm Group LLC, Guardian Life Insurance Co, American General Life Ins Co/Wnl/Sunamerica, Great Lakes And Atlantic Wealth Management and Capital Square, LLC. Capital Square, LLC is headquartered in Fairhope, Alabama, and operates out of four other locations throughout the country. In aggregate, Capital Square, LLC manages $262 million in assets across 521 client accounts and retains eight staff members. The firm's total assets under management makes it one of the mid-sized investment advisory firms in the United States. The firm manages 519 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 521 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Capital Square, LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Capital Square, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Clinton Martin Work History
Clinton has 13 years of experience.
Capital Square, LLC
Martin Consulting Group, LLC
American General Life Ins Co/Wnl/Sunamerica
Guardian Life Insurance Co
Great Lakes And Atlantic Wealth Management
Cbm Group LLC
Raymond James Financial Services
Raymond James Financial Services Advisors, Inc
Clinton Martin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Capital Square, LLC