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Lawrence Todd Martinez

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana
Unclaimed Profile
8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 4596308Firm CRD# 110552
01

About

Lawrence Todd Martinez is a registered financial advisor based in GREAT FALLS, Montana, affiliated with DAVIDSON INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
DAVIDSON INVESTMENT ADVISORS, INC.
DAVIDSON INVESTMENT ADVISORS, INC.
AUM
$4.8B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at DAVIDSON INVESTMENT ADVISORS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4596308
Firm CRD# 110552
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Todd Martinez offer?
Lawrence Todd Martinez specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.
What are Lawrence Todd Martinez's credentials?
Lawrence Todd Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Todd Martinez located?
Lawrence Todd Martinez is based in GREAT FALLS, Montana, working with DAVIDSON INVESTMENT ADVISORS, INC.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.
How does Lawrence Todd Martinez charge for services?
Lawrence Todd Martinez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIDSON INVESTMENT ADVISORS, INC.?
DAVIDSON INVESTMENT ADVISORS, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREAT FALLS
Samuel Charles Doyle — D.A. DAVIDSON & CO.Jared C Mccubbin — D.A. DAVIDSON & CO.Robert Eugene Brady — DAVIDSON INVESTMENT ADVISORS, INC.Rory Adam Mckinney — D.A. DAVIDSON & CO.Brock Loen — DAVIDSON INVESTMENT ADVISORS, INC.
Nearby cities in Montana
BILLINGS (43)BOZEMAN (21)MISSOULA (17)WHITEFISH (14)HELENA (5)
City Guides
BILLINGS GuideBOZEMAN GuideMISSOULA GuideWHITEFISH GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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