Lindsay A. Martinez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lindsay Ann Martinez, CFP®, who also goes by Lindsay Ann Frazier, Lindsay Frazier, was a registered financial professional .
Lindsay is a previously registered financial professional and started their career in finance in 2011. Lindsay had worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
April 29, 2019 - December 31, 2023
XENNIAL PLANNING LLC
February 20, 2017 - April 2, 2019
EMPOWER FINANCIAL SERVICES, INC.
February 10, 2017 - April 2, 2019
EMPOWER ADVISORY GROUP, LLC
July 30, 2014 - June 28, 2016
T. ROWE PRICE INVESTMENT SERVICES, INC.
June 16, 2014 - June 28, 2016
T. ROWE PRICE ADVISORY SERVICES, INC.
June 21, 2013 - September 13, 2013
STRASBAUGH FINANCIAL ADVISORY, INC.
June 21, 2011 - June 11, 2013
PUBLIC SAFETY FINANCIAL/GALLOWAY
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
XENNIAL PLANNING LLC
CRD#: 300780 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
