Gabriel MartinezCRD Number: 5241048
Current Firm: Mutual Of Omaha Investor Services, Inc.
Gabriel Martinez (CRD# 5241048) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Corpus Christi, TX and has over 15 years of experience in the finance industry.
Lpl Financial LLC
|Mutual Of Omaha Investor Services||Corpus Christi, TX||Oct 2018 - Current||4|
|Mutual Of Omaha||Corpus Christi, TX||Oct 2018 - Current||4|
|Nylife Securities, LLC||Corpus Christi, TX||Apr 2007 - Sep 2018||11|
|New York Life Insurance Company||Corpus Christi, TX||Oct 2006 - Sep 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management10MILLIONS
Total Number of Accounts27ACCOUNTS
Average Account Value$370,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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