David Martell, financial advisor Prior Lake MN

David Martell

CRD Number: 2816882
Current Firm: Navpoint Financial, Inc.

David Martell (CRD# 2816882) is an Investment Advisor Representative working at Navpoint Financial, Inc. in Prior Lake, MN and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Navpoint Financial Prior Lake, MN Apr 1998 - Current 25
Capital Management Securities, Inc. Minneapolis, MN Oct 1996 - Jun 2016 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1996
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for David G. Martell
Phone Number: 952-746-1115
Registered State(s):
  • AZ
  • MN
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    550
    MILLIONS
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $2,431,614
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, MN, NH, PA, TN, TX, WA

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