Deborah Martinez, financial advisor Gilbert AZ
81 score

Deborah Martinez

CRD Number: 5400405
Current Firm: Axa Advisors, LLC

Deborah Martinez (CRD# 5400405) is an Investment Advisor Representative working at Axa Advisors, LLC in Gilbert, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jan 2013 - Current 3
Martinez And Shanken, Pllc Chandler, AZ Oct 1993 - Current 23
Deborah Gilreath Martinez, Pc Chandler, AZ May 1988 - Current 28
Axa Advisors, LLC New York, NY Jan 2010 - Mar 2012 2
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Sep 2009 < 1
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2008 - Jan 2009 < 1
American General Securities Incorporated Chandler, AZ Dec 2007 - Oct 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Deborah G. Martinez
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
81

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