Federico MartinCRD Number: 5416564
Current Firm: Zions Capital Advisors, Inc.
Federico Martin (CRD# 5416564) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Zions Direct||Salt Lake City, UT||Sep 2007 - Current||10|
|University Of Utah||Salt Lake City, UT||Aug 2003 - Current||14|
|Zions Bank||Salt Lake City, UT||Feb 2007 - Sep 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management1,818MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$1,212,069
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA