EM
Edwin Martin
from Heartwood Wealth Advisors, LLC
Edwin Martin is a financial advisor based in Virginia, Richmond,
with 28 years of experience. Edwin currently works for
Heartwood Wealth Advisors, LLC.
Edwin maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Edwin Martin works at Heartwood Wealth Advisors, LLC
Heartwood Wealth Advisors, LLC is a financial advisory firm based in Richmond, Virginia. It currently has approximately $877,180,676 of assets under management and employs about 13 people. Heartwood Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
21 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
9020 Stony Point Parkway, Suite 225, Richmond, Virginia, 23235
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