Paul Martinez, financial advisor Amarillo TX
38 score

Paul Martinez

CRD Number: 1391802
Current Firm: Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group

Paul Martinez (CRD# 1391802) is an Investment Advisor Representative working at Dale Buckner, Inc. Dba Dale Buckner And Asset Planning Group in Amarillo, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Llano Cemetery Amarillo, TX Aug 2015 - Current 1
The Amarillo Rotary Amarillo, TX Aug 2015 - Current 1
Amarillo Dioceses Foundation Amarillo, TX Aug 2015 - Current 1
Wesley Foundation Amarillo, TX Jun 2015 - Current 1
Dale Buckner Insurance Amarillo, TX Apr 2015 - Current 1
United Planners' Financial Services Scottsdale, AZ Apr 2015 - Current 1
Dale Buckner Inc. Amarillo, TX Apr 2015 - Current 1
Independent Insurance Agent Amarillo, TX Apr 1991 - Apr 2015 24
Edward Jones St. Louis, MO Jun 2010 - Mar 2015 4
Metropolitan Life Insurance Company Amarillo, TX Jul 1999 - Jun 2010 10
Metlife Securities Inc. Amarillo, TX Jul 1999 - Jun 2010 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S66 NASAA Uniform Combined State Law Examination Aug 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Paul D. Martinez
Phone Number: 1-806-358-7977
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    660
    ACCOUNTS
  • Average Account Value
    $125,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

TX

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BADGES
38

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