Frank Martin, CFP®, AIF®
Managing Director & Wealth Advisor
Frank is a Managing Director and Wealth Advisor with Level Four Advisory Services, LLC in the Florida Panhandle. He focuses his work on providing fiduciary level solutions for clients. He has at his disposal the complete breadth of solutions that being part of Level Four Advisory Services, a subsidiary of Carr, Riggs & Ingram, LLC, provides. Frank is a 17-year veteran of the financial services industry with a background including banking, medical service companies and public accounting. Frank began his career at A.G. Edwards. Following this he was one of founding members of the Raymond James office in Panama City, Florida.
Frank holds the Certified Financial Planner™ as well as the Accredited Investment Fiduciary® designations.
Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are independent entities.
Education
Bachelor of Applied Science, Accounting and Finance, University of Houston-Clear Lake