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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor
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

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].