Michelle Martinez (CRD# 2952571) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Gypsum, CO and has over 26 years of experience in the finance industry. Michelle Martinez 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# 2769592
Aberle Investment Management LLC
CRD# 5295673
Edward Jones
CRD# 1702479
Tcfg Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Gypsum, CO | Sep 2020 - Current | 3 |
| Securities America Advisors, Inc. | Gypsum, CO | Sep 2020 - Current | 3 |
| Securities Service Network, Inc. | Gypsum, CO | Nov 2014 - Sep 2020 | 5 |
| Ssn Advisory Inc. | Gypsum, CO | Nov 2014 - Sep 2020 | 5 |
| Ing Financial Partners, Inc. | Gypsum, CO | Mar 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- CO
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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