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 2 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||2|
|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
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