Christina Martinez
Christina Martinez is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Savannah, GA, with 5 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
33 Bull Street, Suite 200, Savannah, GA, 31401
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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.
Learn about disclosures →Other Business Activities
Christina is the owner (spouse of owner) of a rental property in Sapphire, NC, since January 2022. This activity requires minimal time and is not investment related.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
The Champion Group, INC.Broker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
State Registrations44 states
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