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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Investment Advisors 13 years, 8 months Feb 2003 - Present
Southern Insurance Consultants 17 years, 7 months Mar 1999 - Present
Are You
Martin Keith Branch?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Martin Branch

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 8, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 18, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Investment Advisors

Last updated on April 15, 2016
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 15K
      Accounts
    • $134.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions