Shona M. Martin

FIDALGO FINANCIAL PLANNING

Anacortes, WA

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CRD#: 6752077

Professional summary

Shona Mary Martin, CFP®, who also goes by Shona Mary Lamborn, Shona Martin, is a registered financial advisor currently at FIDALGO FINANCIAL PLANNING located in Anacortes, Washington.

Shona is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Shona has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shona Mary Lamborn | Shona Martin

Other business activities

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.

Shona Martin currently provides paraplanning services on a contract basis for another financial planning firm. This activity may account for up to 40% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shona Mary Martin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 16, 2017 - Present

FIDALGO FINANCIAL PLANNING

RIA

CRD#: 286654

Anacortes, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(3/16/2017)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2016

Uniform Investment Adviser Law Examination

Current Firm

FIDALGO FINANCIAL PLANNING

FIDALGO FINANCIAL | FIDALGO FINANCIAL PLANNING LLC | FIDALGO FINANCIAL PLANNING

CRD#: 286654 / SEC#:

Washington

Registered Investment Advisory firm - (3/16/2017 Approved)

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Contact information

Main Address

Anacortes, WA

Mailing Address

Phone number

(360) 631-3869

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 134,888

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.

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Shona M. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shona Mary Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDALGO FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2016

Current Firm

FIDALGO FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDALGO FINANCIAL PLANNING

TRUST BUT VERIFY

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