Lisa MartinezCRD Number: 6145889
Current Firm: Sendero Wealth Management, LLC
Lisa Martinez (CRD# 6145889) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Sendero Wealth Management, LLC||San Antonio, TX||Jan 2014 - Current||3|
|Sendero Wealth Management, LLC||San Antonio, TX||Sep 2012 - Jan 2014||1|
|St. Mary's University||San Antonio, TX||Aug 2009 - May 2013||3|
|Drury Hotels||San Antonio, TX||Jan 2012 - Sep 2012||< 1|
|Frost Bank||San Antonio, TX||May 2012 - Jul 2012||< 1|
|Peter Piper Pizza||San Antonio, CA||Mar 2009 - Nov 2010||1|
|St. Mary's University||San Antonio, TX||Aug 2009 - Mar 2010||< 1|
|Bill Millers||San Antonio, TX||Mar 2008 - Jun 2009||1|
|Clark High School||San Antonio, TX||Aug 2007 - May 2009||1|
|Marshall High School||San Antonio, TX||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management1,007MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$2,013,012
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.