Daniel MartinCRD Number: 321102
Current Firm: Cetera Advisor Networks LLC
Daniel Martin (CRD# 321102) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Tigard, OR and has over 22 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Cetera Advisor Networks LLC||El Segundo, CA||Jun 2021 - Current||1|
|Westar Financial Group||Beaverton, OR||Sep 2000 - Current||21|
|Oregon Financial Associates, Inc.||Vancouver, WA||Jan 1995 - Current||27|
|Voya Financial Advisors||Tigard, OR||Sep 2014 - Jun 2021||6|
|Ing Financial Partners, Inc.||Des Moines, IA||Jan 2004 - Sep 2014||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2000|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management50,296MILLIONS
Total Number of Accounts174,993ACCOUNTS
Average Account Value$287,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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