Martha
Cortez
Strategic Income Group LLC
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About this Advisor
Martha Cortez is a financial advisor operating out of Chandler, Arizona with 10 years of industry experience. Cortez is on the advisory team at Strategic Income Group LLC. Throughout their career, Cortez has worked at Strategic Income Group LLC and Lpl Financial, LLC. Cortez holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona. Strategic Income Group LLC is an advisory business based in Chandler, AZ. The investment advisory business has a total of six advisors. It handles $281 million in assets under management between its 988 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 988 accounts, just 8% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Strategic Income Group LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice typically are based on the type of financial services. However, fee types charged by Strategic Income Group LLC can consist of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Income Group LLC Brokerage Details
$280,865,607
6
988
$284,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Martha Cortez Work History
Martha has been registered as a financial advisor for 10 years.*
Strategic Income Group LLC
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Martha Cortez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Income Group LLC
Chandler, AZ
Chandler, AZ
Chandler, AZ
Chandler, AZ
Chandler, AZ
Chandler, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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