Martin Briesach (CRD# 1697980) is an Investment Advisor Representative working at Nich Capital Partners, Inc. in La Quinta, CA and has over 35 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nich Capital Partners, LLC | San Francisco, CA | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management124MILLIONS
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Total Number of Accounts136ACCOUNTS
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Average Account Value$913,080
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
CA
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