David Martin

from Mb Gen Wealth
SEC regulated
Regulated Investment Advisor
David Martin is a financial advisor based in Washington, Spokane, with 30 years of experience. David currently works for Mb Gen Wealth. David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Martin works at Mb Gen Wealth
Mb Gen Wealth is a financial advisory firm based in Spokane, Washington. It currently has approximately $235,429,594 of assets under management and employs about 3 people. Mb Gen Wealth uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
23 years
Fee structure
and a percentage of assets under your management
Office location
111 S. Post Street, Suite 2250, Spokane, Washington, 99201

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