Samuel Martinez (CRD# 7087911) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 4 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthquest Corporation | Cincinnati, OH | May 2021 - Current | 3 |
| The Prudential Insurance Company Of America | Indianapolis, IN | Jun 2019 - Apr 2021 | 1 |
| Pruco Securities LLC | Indianapolis, IN | Jan 2019 - Apr 2021 | 2 |
| Taylor University | Upland, IN | Feb 2016 - May 2019 | 3 |
| Suncast Corporation | Bartlett, IL | May 2018 - Aug 2018 | < 1 |
| West Chicago Park District | West Chicago, IL | Jun 2015 - Aug 2017 | 2 |
| Unemployed | Upland, IN | Aug 2015 - Feb 2016 | < 1 |
| Unemployed | Na, IL | Jan 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- OH
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Total Assets Under Management1,793MILLIONS
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Total Number of Accounts4,864ACCOUNTS
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Average Account Value$368,641
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Other
AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WI
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