David Martinenko (CRD# 1195006) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in El Dorado Hills, CA and has over 34 years of experience in the finance industry. David Martinenko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5332818
Clarion Advisors Inc.
Score
104
CRD# 5292327
Adams Ashby Financial Advisors
Score
103
CRD# 5424910
Three Oaks Capital Management
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services, LLC | El Dorado Hills, CA | Nov 2016 - Current | 1 |
| Wells Fargo Advisors LLC | El Dorado Hills, CA | May 2009 - Nov 2016 | 7 |
| Wachovia Securities, LLC | El Dorado Hills, CA | Feb 2009 - May 2009 | < 1 |
| Ubs Financial Services Inc. | Sacramento, CA | Nov 1992 - Feb 2009 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
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
- CA
- TX
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Total Assets Under Management409,716MILLIONS
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Total Number of Accounts1,359,521ACCOUNTS
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Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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