Kenneth
Martin

Proequities, Inc

CRD#321399
Investment Advisor
in Raleigh, NC
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About this Advisor

Kenneth Martin is a financial advisor who is based out of Raleigh, North Carolina. Currently a registered financial advisor with Proequities, Inc, Martin has a notable 35 years of professional experience. Martin maintains a Series 63 license, designating them as a securities representative. Martin can work with customers in North Carolina. Throughout their career, Martin has worked at Advisors Financial Group, Protective Life, First Heartland Capital, Inc and Proequities Inc. Proequities, Inc is headquartered in Raleigh, North Carolina, and operates out of 351 additional offices throughout the United States. As a company, Proequities, Inc manages $3 billion in assets throughout 19,959 accounts and retains more than 1,609 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 17,075 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Proequities, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

35 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5904 Six Forks Road Suite 105
Raleigh, NC 27609

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Proequities, Inc Brokerage Details

Total Assets Under Management

$3,378,639,075

NC Average: $1,620,585,161
Total Number of Employees

1,464

NC Average: 52
Total Number of Accounts

20,857

NC Average: 1,560
Average Account Size

$161,991

NC Average: $1,038,837

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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
  • Educational seminars/workshops

Kenneth Martin Work History

Kenneth has 35 years of experience.

2013 - Present (6 years)

Proequities Inc

1993 - Present (26 years)

Advisors Financial Group

1983 - Present (36 years)

Protective Life

1998 - 2013 (15 years)

First Heartland Capital, Inc

Disclosures

Kenneth Martin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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