LM
LM

Lisa Maria Martinez

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
367 clients
Average Client Portfolio
$944K average
Assets Under Management
$346.3M

Fee Structure

Minimum Investment:None
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Location

4600 S Syracuse, 9th Floor, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Lisa is a licensed, independent insurance agent selling fixed insurance products under the DBA Integrity First Financial Services, LLC, dedicating about 10-20% of her time. She is also a licensed real estate broker through Skytan Real Estate, LLC, but spends minimal time on this activity.

Employment History
Current Registrations
Familywealth
November 2020 - Present · 5 yrs 3 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Lisa Maria Martinez - Financial Advisor | TrueAdvisor