Tory Martin
Investment Advisor Representative
- Role
- Investment Advisor and Broker at Primerica
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Experience
Investment Advisor and Broker
Nov 2012 — Present · Atlanta, GA, US
Furnished suitable recommendations to clients on retirement options, mutual funds, and 401K\'s Analyzed client profiles to calculate insurance options, determine risk factors and provide coverage recommendations Developed and integrated a B2B strategic plan to establish life policies for economic losses, personal and family wealth Created budget sheets and expense reports for clients to save 10-15% of monthly earnings and help clients reach financial goals
Education
Morehouse College
Bachelor of Arts (B.A.), Finance and Economics
2007 — 2011
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