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October 18, 2013
LONGVIEW, TEXAS - Jerry Martin, Financial Advisor with TBT Financial Services, a division of Texas Bank of Trust, located at 1800 West Loop 281 in Longview was recently named a member of the 2014 Executive Council. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity. This marks the third consecutive year that Martin has qualified for this important recognition.
Martin, who joined Raymond James in 2010, has more than 35 years of experience in the financial services industry. Martin is dedicated to prudently managing his clients’ assets by delivering high-quality financial planning ideas, estate and asset protection planning, retirement planning, asset allocation, and designing income strategies to meet their particular needs and goals. Through a joint marketing arrangement between Texas Bank and Trust and Raymond James Financial Services, Inc., member FINRA/SIPC, the investment program offers a comprehensive range of investment services to bank customers, as well as individuals and businesses.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Raymond James is not affiliated with Texas Bank and Trust or TBT Financial Services.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,200 independent financial advisors nationwide. Beginning in 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company with more than 6,300 affiliated financial advisors serving approximately 2.5 million individual, family and corporate accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $410 billion.
About the Financial Institutions Division of RJFS
The Financial Institutions Division (RJFS-FID) was established by Raymond James in 1987 to provide banks and credit unions with brokerage services as an alternative to traditional third-party investment providers. RJFS-FID provides real, full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, RJFS-FID has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions
*Membership is based on prior fiscal year production. Re-qualification is required annually.
TBT and TBT Financial Services are independent of Raymond James.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.