Debra
Martin
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Debra Martin is a financial advisor working in State College, Pennsylvania who has 1 year of relevant experience. Martin is on the advisory team at Tiaa-Cref Individual & Institutional Services, LLC. Throughout their career, Martin has worked at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Santander Bank, Na, Santander Securities, LLC, Pnc Investments LLC, Infinex Investments, Inc and First Commonwealth. Martin has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Tiaa-Cref Individual & Institutional Services, LLC is a company operating out of New York, NY. The firm has offices in 136 locations and a total of 1,235 financial advisors. It controls $31 billion in assets between its 76,892 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 22 charitable organizations. Of its 76,892 client accounts, 62% belong to high-net-worth individuals who have greater than $1 million in assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which service is offered. However, fees charged by Tiaa-Cref Individual & Institutional Services, LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Debra Martin Work History
Debra has been registered as a financial advisor for 1 years.*
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Infinex Investments, Inc
First Commonwealth
Santander Bank, Na
Santander Securities, LLC
Pnc Investments LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
*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 Debra 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 Advice And Planning Services
New York, NY
Charlotte, NC
Philadelphia, PA
Hanover, NH
Roseland, NJ
Roseland, NJ
Spokane, WA
Minneapolis, MN
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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