Robert
Martin
Bison Advisors
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About this Advisor
Robert Martin is a financial advisor based in Chapel Hill, North Carolina, working with Bison Advisors. Robert has previously held positions at Oxley Capital Management, LLC, Bitcoin Machine Supply, Sea Gear Marine Supply, Student Loan Forgiveness, Gnc, Lower Township Police Department, Wildwood Crest Police Department, Full-Time Student, Zenith Retirement Planning, Truadvice, LLC, and Bison Advisors. Robert has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Robert is part of Bison Advisors, which operates out of Chapel Hill, North Carolina. The firm has 15 offices and 39 employees. The firm manages assets totaling $1.2 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, and educational seminars. The fee structure at Bison Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Advisors Brokerage Details
$1,156,986,900
39
6,352
$182,145
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Robert Martin Work History
Bison Advisors
Zenith Retirement Planning
Truadvice, LLC
Oxley Capital Management, LLC
Oxley Capital Management, LLC
Oxley Capital Management, LLC
Sea Gear Marine Supply
Student Loan Forgiveness
Bitcoin Machine Supply
Gnc
Lower Township Police Department
Wildwood Crest Police Department
Full-Time Student
Disclosures
Please visit the SEC profile of Robert 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 Bison Advisors
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Naples, FL
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Maple Grove, MN
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