Alisa J. Martin
Professional summary
Alisa Janell Martin, who also goes by Alisa Borgens, Lisa Borgens, Alisa Martin, Lisa Martin, is a registered financial advisor currently at SIGNIA CAPITAL MANAGEMENT located in Spokane, Washington.
Alisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Alisa has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alisa Janell Martin's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 5, 2025 - Present
SIGNIA CAPITAL MANAGEMENT
Office #1: 9 S Washington St Suite 520, Spokane, WA 99201November 24, 2014 - November 30, 2017
ALPS DISTRIBUTORS, INC.
January 28, 2008 - November 21, 2014
QUASAR DISTRIBUTORS, LLC
January 10, 2006 - July 12, 2007
WELLS FARGO CLEARING SERVICES, LLC
January 10, 2006 - July 12, 2007
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2004 - December 31, 2004
FORESIDE FUND SERVICES, LLC
April 9, 2001 - June 24, 2004
FUNDS DISTRIBUTOR, LLC
September 24, 1997 - December 31, 2004
SIRACH CAPITAL MANAGEMENT INC.
October 9, 1995 - April 9, 2001
UAM FUND DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/5/2025)
Exams
Current Firm
SIGNIA CAPITAL MANAGEMENT
CRD#: 121505 / SEC#: 801-134770
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 123,918,711 |
Red Flags
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.
