Atencio
Martin

Integrity Financial Advisors, LLC

CRD#7709709
Investment Advisor
in Kittery, ME

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About this Advisor

Atencio Martin is a financial advisor based in Kittery, Maine, working with Integrity Financial Advisors, LLC. Atencio has previously held positions at Southern Maine Community College, Take Flight Aerial Adventure Park, Kittery Community Center, Parkland College, Granite State Church Of Christ, Under Armour, Key Auto, Bc Gyumri, Unum, Workout Anytime, Cellular Sales, and Zoominfo Technologies Inc. Atencio has passed the Series 65 regulatory exam and is registered to provide services in Maine. Currently, Atencio is part of Integrity Financial Advisors, LLC, which operates out of Kittery, Maine. The firm has 4 offices and 8 employees. The firm manages assets totaling $103.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Integrity Financial Advisors, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

Kittery, ME

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Integrity Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$103,623,839

ME Average: $16,012,751,954
Total Number of Employees

8

ME Average: 118
Total Number of Accounts

444

ME Average: 4,567
Average Account Size

$233,387

ME Average: $3,506,186

Investment Advisory Services

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

Atencio Martin Work History

2013 - Present (11 years)

Southern Maine Community College

2021 - 2021 (< 1 year)

Cellular Sales

2021 - 2023 (2 years)

Zoominfo Technologies Inc

2020 - 2020 (< 1 year)

Unum

2020 - 2021 (1 year)

Workout Anytime

2019 - 2019 (< 1 year)

Key Auto

2019 - 2020 (1 year)

Bc Gyumri

2018 - 2018 (< 1 year)

Under Armour

2018 - 2019 (1 year)

Southern Maine Community College

2017 - 2018 (1 year)

Granite State Church Of Christ

2016 - 2016 (< 1 year)

Kittery Community Center

2016 - 2017 (1 year)

Parkland College

2015 - 2015 (< 1 year)

Take Flight Aerial Adventure Park

2014 - 2014 (< 1 year)

Southern Maine Community College

Disclosures

Please visit the SEC profile of Atencio Martin 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 Integrity Financial Advisors, LLC

Keller Schlueter
Denver, CO
Atencio Martin
Kittery, ME
Lincoln Foster
Ambler, PA
Leanne Martin
Wenham, MA
Robert Held
Ambler, PA
Lori Day
Simi Valley, CA
Lacey Roberts
Norman, OK
Michael Koontz
Charlotte, NC

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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