Angela Martin, financial advisor La Jolla CA
90 score

Angela Martin

CRD Number: 3100045
Current Firm: Sagepoint Financial, Inc.

Angela Martin (CRD# 3100045) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in La Jolla, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial La Jolla, CA Aug 2014 - Current 2
Lpl Financial, LLC San Diego, CA Jan 2013 - Aug 2014 1
Reliance Financial Services San Diego, AZ Nov 2011 - Jan 2013 1
Puzzles Marketing & Events San Diego, CA Nov 2009 - Nov 2011 2
Allstate Financial Services, LLC San Diego, CA Dec 1999 - Nov 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Angela M. Martin
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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