William Martinez, financial advisor Austin TX

William Martinez

CRD Number: 6528481
Current Firm: Enzi Wealth

William Martinez (CRD# 6528481) is an Investment Advisor Representative working at Enzi Wealth in Austin, TX and has over 3 years of experience in the finance industry. William Martinez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Enzi Wealth, LLC Austin, TX Jul 2021 - Current < 1
Ameriprise Financial Services, Inc. Austin, TX Dec 2017 - Jul 2021 3
Little Collins New York, NY Jun 2017 - Dec 2017 < 1
University Of Texas At Austin Austin, TX Aug 2015 - May 2017 1
Sam Houston State University Huntsville, TX Aug 2014 - Jul 2015 < 1
Vandegrift High School Austin, TX Aug 2010 - Jul 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for William C. Martinez
Phone Number: 512-913-5947
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $356,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

TX

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