Robyn Martinez, financial advisor Salt Lake City UT
93 score

Robyn Martinez

CRD Number: 4484779
Current Firm: U.s. Bancorp Investments, Inc.

Robyn Martinez (CRD# 4484779) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Salt Lake City, UT Jun 2017 - Current < 1
U.s. Bank Salt Lake City, UT Jun 2017 - Current < 1
Unemployed Murray, UT Feb 2017 - Jun 2017 < 1
Bancwest Investment Services Salt Lake City, UT Feb 2012 - Jan 2017 4
Bank Of The West Salt Lake City, UT Jan 2012 - Jan 2017 5
Wells Fargo Advisors LLC Salt Lake City, UT Jan 2011 - Oct 2011 < 1
Wells Fargo Bank, N.a. Salt Lake City, UT Jul 2010 - Oct 2011 1
Wells Fargo Investments, LLC Salt Lake City, UT Jul 2010 - Jan 2011 < 1
Chase Investment Services Corp. Salt Lake City, UT Aug 2009 - May 2010 < 1
J.p. Morgan Securities Inc. Salt Lake City, UT Feb 2009 - Jul 2009 < 1
J.p. Morgan Chase Bank Salt Lake City, UT Sep 2003 - Jul 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Robyn L. Martinez
Phone Number: 800-888-4700
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, WY

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

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