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Private Wealth Services & Investment Advisory | Blackbridge Financial | Charlotte Martin, LUTCF®
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Charlotte Martin, LUTCF®

Blackbridge Financial

“To help my clients have a happy and fulfilling retirement…” – Charlotte Martin, LUTCF®

Charlotte Martin

Charlotte Martin

Check the background of this investment professional

Phone: (931) 363-6336

Email: cmartin@nullbbridgefin.com

Address:

112 S. Second Street

Pulaski, TN 38478

Staff

Jeannette Sheets
LPL Registered
Administrative Assistant

Assistant to Charlotte Martin

931.363.6336

jsheets@nullbbridgefin.com

Charlotte Martin, LUTCF®

Financial Advisor

For more than 30 years, Charlotte has sought to provide her clients with the direction and solutions necessary for a financial sense of security. She makes it a priority to understand her clients’ goals and values, so that she can provide them with comprehensive planning and strategies to accommodate their unique situation. Her goal is to help her clients strive for a happy and fulfilling retirement.

 

As a financial consultant, Charlotte uses a hands-on process to get to know her clients. She meets with both clients and prospects several times, often face to face, to discuss their individual situations. After reviewing the clients’ finances, needs, goals, and future income, Charlotte takes the lead with opening & maintaining the clients’ accounts. Her clients can feel confident that she is involved with every aspect of the process. To keep her clients informed, Charlotte often holds educational seminars regarding various topics on financial well-being.

 

A lifelong resident of Pulaski, Charlotte resides with her husband, Ron. In her spare time, she and Ron enjoy cooking, using fresh herbs from their garden. She also spends time reading, drawing graphite portraits, and visiting national parks.

Professional Memberships: LUTCF®

Niche:
Union Members
Near-Retirement
Post-Retirees

Education: Columbia State Community College, Associate’s 1973

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Series 6

Investment Company/ Variable Contracts Products Limited Representative

Held with LPL Financial

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance and LPL Financial

Series 22

Direct Participation Limited Representative

 Held with LPL Financial

LUTCF®

Life Underwriter Training Council Fellow

 

Securities Registration States

AL, FL, GA, KS, LA, MI, TN

Insurance Registration States

TN

Office of Supervisory Jurisdiction

Independent Advisor Alliance

Charlotte, NC

Disclosure

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Blackbridge Financial is a separate entity from LPL Financial.

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