Amy Martinez is a registered investment advisor at D.A. Davidson & CO., based in Grand Junction, CO, with 25 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
360 W Park Dr, Suite 200, Grand Junction, CO, 81505
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Regulatory History
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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Amy is an advisory board member for Beacon Capital Management, an investment-related corporation in Dayton, OH. She dedicates minimal time to this role.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Bancwest Investment Services, INC.Broker
Royal Alliance Associates, INC.Broker
Nylife Securities INC.Broker
Nylife Securities INC.Broker
Waddell & Reed, INC.Broker
State Registrations28 states
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.