Garry Martin: Champion Forest Advisor Lands $191K Complaint

A recent investor complaint against Houston, Texas financial advisor Garry Martin (CRD# 1362164) alleges that he improperly set up accounts, resulting in damages. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Raymond James Financial Services, doing business as Champion Forest Financial Advisors.

Mr. Martin’s BrokerCheck report discloses one investor complaint. Filed in December 2024, it alleges that as a representative of Raymond James Financial Services, he incorrectly set up the customer’s accounts “and disbursed funds to the wrong account types,” resulting in a taxable event. The pending complaint alleges damages of $191,000.

Raymond James’ website includes a section describing Champion Forest Financial Advisors, Mr. Martin’s practice at the firm. A profile of Mr. Martin himself explains the services he provides to his clients. “He strives to deliver top-quality, unbiased advice, and develops personalized investment portfolios, as well as retirement and estate plans,” it states. “His primary objective is to tame the complexity of his client’s financial affairs, so they can relax and enjoy life without having to spend their free time researching investments, learning ERISA rules or studying tax codes.”

According to the Financial Industry Regulatory Authority, Garry Martin holds 39 years of securities industry experience. Based in Houston, Texas, he has been registered as a broker and an investment advisor with Raymond James Financial Services since 2005 and 2009, respectively, doing business as Champion Forest Financial Advisors. His past registrations include AG Edwards & Sons, Prudential Securities, and Shearson Lehman Hutton. His credentials include the passage of six securities industry qualifying exams: the General Securities Sales Supervisor – General Module Examination, or Series 10; the General Securities Sales Supervisor – Options Module Examination, or Series 9; the Securities Industry Essentials Examination, or SIE; the National Commodity Futures Examination, or Series 3; the General Securities Representative Examination, or Series 7; and the Uniform Securities Agent State Law Examination, or Series 63. He holds 24 state licenses. (Information current as of February 9, 2025.)

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