Lisa Martinez, financial advisor San Antonio TX
89 score

Lisa Martinez

CRD 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.

Similar Advisors
David Alvarez, financial advisor San Antonio TX
David K. Alvarez
CRD# 4957825
Intercontinental Wealth Advisors, LLC
Similar Advisors
Ramiro Marmolejo, financial advisor San Antonio TX
Ramiro Marmolejo
CRD# 2834731
Wealth Watch Advisors, LLC
Similar Advisors
Neil Vannoy, financial advisor San Antonio TX
Neil R. Vannoy
CRD# 4131344
Vannoy Advisory Group, Inc.
Company Name Location Dates Years
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
Contact Info for Lisa M. Martinez
Phone Number: 210-805-0171
Firm Website:
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Lisa Martinez and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.