Martin
Hensley

Eqis Capital Management

CRD#2297110
Investment Advisor
in Apex, NC

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About this Advisor

Martin Hensley is a financial advisor working in Apex, North Carolina with a total of 2 years of relevant experience. Hensley works at Eqis Capital Management. Their career trajectory has included roles at Gordon Asset Management, LLC, Moloney Securities, Axa Advisors, LLC, Peak Brokerage Services, Brookstone Capital Management, Capital Financial Advisory Group, Eqis Capital Management, Inc, J B Fitz Inc, Self and Foundations Investment Advisors LLC. Hensley maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Eqis Capital Management is an advisory firm operating out of San Rafael, CA. The firm has a total of 42 financial advisors. It administers $1 billion in total assets between its 12,724 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 12,724 customer accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. The company offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice vary depending on which service is provided. However, fees charged by Eqis Capital Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1500 Town Side Drive St 201
Apex, NC 27502

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Eqis Capital Management Brokerage Details

Total Assets Under Management

$1,432,187,488

NC Average: $7,578,581,321
Total Number of Employees

42

NC Average: 43
Total Number of Accounts

12,724

NC Average: 3,727
Average Account Size

$112,558

NC Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Martin Hensley Work History

Martin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Eqis Capital Management, Inc

2018 - Present (6 years)

Foundations Investment Advisors LLC

2017 - Present (7 years)

Capital Financial Advisory Group

2016 - 2017 (1 year)

J B Fitz Inc

2015 - 2015 (< 1 year)

Peak Brokerage Services

2015 - 2017 (2 years)

Brookstone Capital Management

2013 - 2013 (< 1 year)

Axa Advisors, LLC

2013 - 2015 (2 years)

Self

2012 - 2013 (1 year)

Gordon Asset Management, LLC

2012 - 2013 (1 year)

Moloney Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Martin Hensley 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 Eqis Capital Management

Michael Mooney
San Rafael, CA
Mark Scanlan
San Rafael, CA
Pamela Nevil
San Rafael, CA
Steven Simerka
San Rafael, CA
Jonathan Shiffer
San Rafael, CA
William Servis
San Rafael, CA
Martin Hensley
Apex, NC
Brandon Bastunas
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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