Gabriel Martinez, financial advisor Corpus Christi TX

Gabriel Martinez

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Gabriel I. Martinez
Phone Number: 402-351-3102
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $370,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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