Daniel Martinez, financial advisor Santa Fe NM
88 score

Daniel Martinez

CRD Number: 6283443
Current Firm: Thornburg Investment Management Inc.

Daniel Martinez (CRD# 6283443) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 2 years of experience in the finance industry.

Similar Advisors
Kristina Alley, financial advisor Santa Fe NM
Kristina E. Alley
CRD# 2908861
Santa Fe Advisors LLC
Score
96
Similar Advisors
Carl Benanty, financial advisor Santa Fe NM
Carl A. Benanty
CRD# 5133775
Raymond James Financial Services Advisors, Inc.
Score
96
Similar Advisors
Jessica, Crpc Bicoll, financial advisor Santa Fe NM
Jessica, Crpc L. Bicoll
CRD# 3212278
Lpl Financial LLC
Score
96
Company Name Location Dates Years
Thornburg Investment Management, Inc. Santa Fe, NM Dec 2013 - Current 3
Washington Federal Santa Fe, NM Jul 2013 - Dec 2013 < 1
New Mexico Public Regulations Commission Santa Fe, NM Jun 2013 - Jul 2013 < 1
Unemployed Santa Fe, NM Jan 2012 - Jun 2013 1
The University Of New Mexico Albuquerque, NM Aug 2011 - Dec 2011 < 1
Los Alamos National Laboratory Los Alamos, NM Jun 2007 - Dec 2011 4
The Santa Fe New Mexican Santa Fe, NM May 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Daniel A. Martinez
Phone Number: 505-467-7200
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    54,858
    MILLIONS
  • Total Number of Accounts
    5,091
    ACCOUNTS
  • Average Account Value
    $10,775,486
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Daniel Martinez and other advisors.
BADGES
88
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.