Christina M Martinez
Investment adviser representative at Transamerica Financial Advisors, LLC
21 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Strategic Wealth Holdings IncDec 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- WfgiaJul 2003 to now
- Pray & Move, LLCFeb 2023 to Sep 2024
- Economic Literacy ColoradoJan 2021 to Oct 2024
- Economic Literacy Colorado (a dba of Colorado Council for Eco EdJan 2021 to Oct 2024
- Carbon Valley Help CenterJan 2018 to Sep 2020
- Women's Development CouncilMar 2015 to Dec 2019
- Bni - Business Network InternationalApr 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4688725
- Firm CRD
- 16164