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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
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


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

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