David Martinez is a registered investment advisor, based in Dallas, TX, with 13 years of industry experience.
Location
15150 Preston Rd., Ste. 300, Dallas, TX, 75248
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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 ActivitiesSells Insurance
David is an independent insurance agent for various companies, dedicating about a quarter of his time to this activity. He also owns real estate and is an IAR under the DBA name Smartpro Financial, spending full-time hours on this.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 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.