Martel Wealth Advisors Inc.
Martel Wealth Advisors Inc. (CRD# 296896) is a financial advisory firm headquartered in Vancouver, WA. They manage $1,079,411,522 in 2,662 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,079MILLION
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Total Number of Accounts2,662ACCOUNTS
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Average Account Value$405,489
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AK, AZ, CA, FL, HI, ID, MT, NV, OR, TX, UT, WA
Lloyd Caudle (CRD# 4689423) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 20 years of experience in the finance industry.
Michele Madasz (CRD# 5104896) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 15 years of experience in the finance industry.
Jason Martel (CRD# 6577814) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 8 years of experience in the finance industry.
Mark Martel (CRD# 1069926) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 41 years of experience in the finance industry.
Julie Scott (CRD# 4166927) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 23 years of experience in the finance industry.
Ann Martel (CRD# 6673995) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 7 years of experience in the finance industry.