Leanne Martin has been an investment adviser representative at Integrity Financial Advisors since April 2023, and is not listed among the firm’s executive officers or direct owners.
Integrity Financial Advisors, LLC is a Woburn, MA firm with $135M under management, 240 clients and 8 advisers across 6 offices, as of its June 2026 filing.
Leanne A. Martin is General Partner of Two Tugboats Wealth Management. Martin's work covers comprehensive financial planning and wealth management across all financial service areas. Martin brings 23 years of financial planning and trust experience to the firm and uses counseling and coaching skills to serve clients.
Leanne Martin’s longest registration was 11 years at Arete Wealth Advisors, LLC (2012–2023). Before joining Integrity Financial Advisors in 2023, Leanne Martin was registered through Arete Wealth Advisors, LLC and Investment Professionals, Inc.
- – present · 3 yearsKittery, ME · Adviser representative · Firm CRD 313369
- Arete Wealth Advisors, LLC– · 11 yearsKittery, ME · Adviser representative · Firm CRD 145488
- Investment Professionals, Inc.– · 2 yearsSaugus, MA · Adviser representative · Firm CRD 30184
- Ameriprise Financial Services, Inc.– · 1 yearKittery, ME · Adviser representative · Firm CRD 6363
Professional designations
Listed by Integrity Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA®)
Investment adviser representative registrations
Leanne Martin is registered as an investment adviser representative in Maine, since April 2023.
- MaineSince 28 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 March 2003 |
| Series 7 | General Securities Representative Examination | 17 March 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Leanne Atencio Martin
- CRD
- 4633600
- Firm
- Integrity Financial Advisors · CRD 313369
- Office
- Kittery, ME
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- twotugboats.net
Where does Leanne Martin work?
Leanne Martin is an investment adviser representative registered through Integrity Financial Advisors, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Leanne Martin a financial advisor?
Yes. Leanne Martin has a current investment-adviser registration in Maine, through Integrity Financial Advisors since April 2023.
How many years of experience does Leanne Martin have?
Leanne Martin has 20 years in the financial industry, since April 2006, across 4 adviser firms.
What exams has Leanne Martin passed?
Leanne Martin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2003. FINRA credited Leanne Martin with the SIE, which began in October 2018.
Where did Leanne Martin work before Integrity Financial Advisors?
Before Integrity Financial Advisors, Leanne Martin was registered through Arete Wealth Advisors, LLC, March 2012 to April 2023; Investment Professionals, Inc., November 2008 to December 2010; Ameriprise Financial Services, Inc., September 2005 to December 2006.
Where is Leanne Martin based?
Leanne Martin’s registered office is in Kittery, ME.
Is Leanne Martin registered with FINRA?
No. Leanne Martin has no current broker registration.
Is Leanne Martin a CFP?
Integrity Financial Advisors lists Leanne Martin with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Leanne A. Martin, CFP®, CTFA® biography, twotugboats.net
How can I verify Leanne Martin’s record?
Search CRD 4633600 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leanne Martin’s full registration record.