Martha Hernandez
Martha Hernandez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
148 N. 48th Street, Floor 5, Phoenix, AZ, 85034
Get directionsHistory
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
Martha works as an associate/employee for Desert Financial Credit Union and Desert Financial Wealth Management, both since January 2023. She works as a sales assistant, dedicating about half of her time to each role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations27 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.