Jeffrey
Martin
Highpoint Planning Partners
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About this Advisor
Jeffrey Martin is a financial advisor based in Huntsville, Alabama, working with Highpoint Planning Partners. Jeffrey has previously held positions at Lpl Financial LLC and Highpoint Planning Partners. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama and Illinois. Currently, Jeffrey is part of Highpoint Planning Partners, which operates out of Huntsville, Alabama. The firm has 67 offices and 96 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Highpoint Planning Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$3,001,000,000
96
13,229
$226,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Martin Work History
Lpl Financial LLC
Highpoint Planning Partners
Disclosures
Please visit the SEC profile of Jeffrey Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highpoint Planning Partners
Volo, IL
Saint Charles, IL
Chicago, IL
Downers Grove, IL
Downers Grove, IL
Chicago, IL
Bloomingdale, IL
Orland Park, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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