Michael Martindale, financial advisor Salem OR
93 score

Michael Martindale

CRD Number: 4512959
Current Firm: Planmember Securities Corporation

Michael Martindale (CRD# 4512959) is an Investment Advisor Representative working at Planmember Securities Corporation in Salem, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
B Loyd, Inc. Salem, OR Jan 2014 - Current 2
A. Bradley Consulting LLC Salem,, OR Nov 2011 - Current 5
Planmember Securities Corporation Carpinteria, CA Jan 2011 - Current 5
Wells Fargo Advisors, LLC Salem, OR Mar 2008 - Oct 2010 2
Wachovia Securities, LLC Salem, OR Nov 2006 - Mar 2008 1
Wachovia Bank, N.a. Salem, OR Jan 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Michael E. Martindale
Phone Number: 805-684-1199
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
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
  • Other
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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