Todd Martin

Background

About Todd Martin

I have been in the financial services industry for over 20 years. I began my career as a banker working for Chase Bank. This gave me the opportunity to work one-on-one with my clients helping them to develop specific strategies for accumulating their wealth. In banking, I discovered clients required risk management strategies as part of their financial program. With this in mind, I worked for Mutual of Omaha insurance company where I spent the next 5 years gaining knowledge and perspective in the insurance industry.I began Legacy Wealth Alliance in where I could focus on first developing a sound financial strategy for my clients. A program designed around clearly understanding where they are financially today and quantifying at what points in time and the amount of capital that will be needed to help all of their financial goals become reality. Only after my clients have a firm understanding of these strategies can we secure the optimal products and services to help them achieve their goals.As a registered representative of Lincoln Financial Securities*, an independent broker-dealer and registered investment advisor, I deliver innovative investment solutions through a multi-product platform that offers clients the advantages that come from working with a large firm while maintaining the benefit and independence of a boutique. I work closely with my clients and am responsible for the overall integrated investment process.*Financial planning offered through investment advisor representatives of Lincoln Financial Securities Corp, a registered investment advisor to residents of AZ & TX. Securities offered through registered representatives of Lincoln Financial Securities Corp, Member SIPC to residents of AZ, CA, CO, FL, GA, ID, IL, IA, KS, MI, MN, NE, NY, OH, OR, SD, TX, UT VA & WA. Lincoln Financial Securities and Legacy Wealth Alliance are not affiliated. LFS-2389451-012119