Robyn Martinez, financial advisor Salt Lake City UT
81 score

Robyn Martinez

CRD Number: 4484779
Current Firm: Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis

Robyn Martinez (CRD# 4484779) is an Investment Advisor Representative working at Bancwest Investment Services, Inc. (bwis) And Bwis D/b/a Fhis in Salt Lake City, UT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Bancwest Investment Services Salt Lake City, UT Feb 2012 - Current 4
Bank Of The West Salt Lake City, UT Feb 2012 - Current 4
Life On Film Dba Picture Attached Salt Lake City, UT Jul 2009 - Current 7
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
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robyn L. Martinez
Phone Number: 800-338-3919
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    5,218
    ACCOUNTS
  • Average Account Value
    $171,807
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • 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, VI, VT, WA, WI, WV

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BADGES
81

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