John
Martin
Dai Wealth, LLC
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About this Advisor
John Martin is a financial advisor based in Austin, Texas, working with Dai Wealth, LLC. John has previously held positions at Waddell & Reed Inc, Ivy Funds Distributor Inc, Dai Securities, LLC, National Planning Holdings, and Sagepoint Financial. John has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, John is part of Dai Wealth, LLC, which operates out of Austin, Texas. The firm has 9 offices and 28 employees. The firm manages assets totaling $152.5 million 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, and selection of other advisers. The fee structure at Dai Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dai Wealth, LLC Brokerage Details
$152,547,774
28
1,073
$142,169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Martin Work History
Dai Securities, LLC
Sagepoint Financial
National Planning Holdings
Waddell & Reed Inc
Ivy Funds Distributor Inc
Disclosures
Please visit the SEC profile of John 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 Dai Wealth, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Mankato, MN
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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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