AdFi
RC

Robert Charles Martin

Investment Adviser Representative at BISON WEALTH, LLC

Chapel Hill, NCCRD #7073023Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
North Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/2/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.02
Source

Bison Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BISON WEALTH, LLCCurrent
4/26/2024Chapel Hill, NC
TRUADVICE LLC
5/19/202112/4/2023Chapel Hill, NC
OXLEY CAPITAL MANAGEMENT, LLC
2/22/20194/20/2021North Cape May, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BISON WEALTH, LLC

Showing 12 of 58 in the directory

View BISON WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Charles Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert Charles Martin - Financial Advisor in Chapel Hill, NC | AdvisorFinder