Paul Daniel Martinez
Professional Summary
Paul Daniel Martinez, who also goes by Dan Martinez, was a registered financial advisor. Paul was a previously registered financial professional and started their career in finance 1985 - 2017. Paul had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Martinez
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
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Current Firm
ASSET PLANNING GROUP | DALE BUCKNER, INC. DBA DALE BUCKNER AND ASSET PLANNING GROUP | DALE BUCKNER, INC. | DALE BUCKNER, INC DBA DALE BUCKNER AND ASSET PLANNING GROUP | DALE BUCKNER AND ASSET PLANNING GROUP | DALE BUCKNER | ASSET PLANNING GROUP, INC.
Contact Information
Main Address
301 S. Polk Suite 420, Amarillo, TX 79101Mailing Address
P.o. Box 9700, Amarillo, TX 79105-9700Phone Number
+1 (806) 358-7977# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
837AUM (Assets Under Management)
$167,538,733Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1985About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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