Martha Cortez, financial advisor Chandler AZ

Martha Cortez

CRD Number: 2214974
Current Firm: Strategic Income Group LLC

Martha Cortez (CRD# 2214974) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Income Group LLC Chandler, AZ Mar 2013 - Current 11
Lpl Financial, LLC Chandler, AZ Mar 2013 - Apr 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Martha Cortez
Phone Number: 480-466-7070
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    281
    MILLIONS
  • Total Number of Accounts
    988
    ACCOUNTS
  • Average Account Value
    $284,277
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, TX

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