Christina
Martinez

Transamerica Financial Advisors, Inc

CRD#4688725
Investment Advisor
in Denver, CO

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About this Advisor

Christina Martinez is a financial advisor based in Denver, Colorado, working with Transamerica Financial Advisors, Inc. Christina has previously held positions at Wfg, Bni - Business Network International, Transamerica Financial Advisors, Inc, Women'S Development Council, Strategic Wealth Holdings Inc, Carbon Valley Help Center, Economic Literacy Colorado (A Dba Of Colorado Council For Eco Ed, Economic Literacy Colorado, Strategic Wealth Holdings, Inc, and Pray & Move, LLC. Christina has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Christina is part of Transamerica Financial Advisors, Inc, which operates out of Denver, Colorado. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1333 W. 120Th Ave. Suite 101
Denver, CO 80234

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CO Average: $1,855,561,029
Total Number of Employees

1,127

CO Average: 62
Total Number of Accounts

45,001

CO Average: 2,474
Average Account Size

$35,987

CO Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christina Martinez Work History

2023 - Present (1 year)

Pray & Move, LLC

2021 - Present (3 years)

Economic Literacy Colorado (A Dba Of Colorado Council For Eco Ed

2021 - Present (3 years)

Economic Literacy Colorado

2014 - Present (10 years)

Strategic Wealth Holdings Inc

2014 - Present (10 years)

Strategic Wealth Holdings, Inc

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2003 - Present (21 years)

Wfg

2018 - 2020 (2 years)

Carbon Valley Help Center

2015 - 2019 (4 years)

Women'S Development Council

2011 - 2016 (5 years)

Bni - Business Network International

Disclosures

Please visit the SEC profile of Christina Martinez 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 Transamerica Financial Advisors, Inc

Pamela Rodriguez Reiffert
San Antonio, TX
Yancey Mbolda
Houston, TX
Sergio Xula
Villa Park, IL
Derek Thompson
New York, NY
Angel Vidal
Port Jefferson Station, NY
Gregory Clingerman
Dayton, OH
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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