Maxwell Martinez-FontsCRD Number: 5585250
Current Firm: Stancorp Investment Advisers, Inc.
Maxwell Martinez-Fonts (CRD# 5585250) is an Investment Advisor Representative working at Stancorp Investment Advisers, Inc. in Portland, OR and has over 8 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Stancorp Investment Advisers, Inc.||Portland, OR||Dec 2008 - Current||8|
|Stancorp Equities, Inc.||Portland, OR||Jun 2008 - Current||8|
|Enterprise Rent-a-car||Miami, FL||May 2007 - May 2008||1|
|University Of Florida||Gainesville, FL||Jun 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2008|
Total Assets Under Management15,404MILLIONS
Total Number of Accounts40,368ACCOUNTS
Average Account Value$381,589
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV