Tory Martin

Investment Advisor Representative

Role
Investment Advisor and Broker at Primerica
Location
Atlanta, GA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Investment Advisor and Broker

    Primerica

    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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Tory Martin — Investment Advisor and Broker at Primerica in Atlanta, GA, US | Unifers