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Shaune Martinez

7 Years of Experience
Tyler, TX
Broker

Shaune Martinez is a registered investment advisor, based in Tyler, TX, with 7 years of industry experience.

Location

6019 S. Broadway Avenue, Tyler, TX, 75703

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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 Activities

Shaune works as an associate/employee at Southside Bank providing financial services through Raymond James since January 2023, dedicating about a quarter to half of his time. Shaune also works as an associate/employee at Southside Investment Services as a Financial Advisor since October 2024, dedicating about a quarter to half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
December 2018 - January 2023 · 4 yrs 1 mo
Edward JonesBroker
November 2018 - January 2023 · 4 yrs 2 mos
State Registrations7 states
ARCOGAMEMIOKTX
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.
Shaune Martinez - Financial Advisor | TrueAdvisor