Christina
Martinez
Transamerica Financial Advisors, Inc
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About this Advisor
Christina Martinez is a financial advisor who works out of Denver, Colorado who has 11 years of relevant experience. Martinez currently works for Transamerica Financial Advisors, Inc. Over the course of their career, Martinez has held roles at Wfg, Rental Property, Affiliated Financial Group, LLC, 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. Martinez maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado and Texas. Transamerica Financial Advisors, Inc is a financial advisory business that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 employees. It administers $2 billion in assets under management across its 59,659 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 59,659 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets. Transamerica Financial Advisors, Inc offers a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Christina Martinez Work History
Christina has been registered as a financial advisor for 11 years.*
Pray & Move, LLC
Economic Literacy Colorado (A Dba Of Colorado Council For Eco Ed
Economic Literacy Colorado
Strategic Wealth Holdings Inc
Strategic Wealth Holdings, Inc
Transamerica Financial Advisors, Inc
Wfg
Carbon Valley Help Center
Women'S Development Council
Affiliated Financial Group, LLC
Bni - Business Network International
Rental Property
*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 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
Rancho Santa Margarita, CA
Braintree, MA
Braintree, MA
Woodland Hills, CA
Milpitas, CA
Bellevue, WA
Bridgeport, MI
Plano, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
