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Malinda Martin

30 Years of Experience
El Paso, TX
1 DisclosureBroker

Malinda Martin is a registered investment advisor at Wells Fargo Advisors, based in El Paso, TX, with 30 years of industry experience. Malinda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

665 E Redd Rd, El Paso, TX, 79912

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2013
Settled
Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
April 2011 - August 2021 · 10 yrs 4 mos
Bbva Compass Investment Solutions, INCBroker
December 2010 - May 2013 · 2 yrs 5 mos
New England Securities Corporation
March 2002 - April 2009 · 7 yrs 1 mo
New England SecuritiesBroker
March 2002 - April 2009 · 7 yrs 1 mo
Signator Investors, INC.Broker
February 1994 - January 2002 · 7 yrs 11 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1994 - May 1997 · 3 yrs 3 mos
State Registrations6 states
AZCAIDMANMTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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