Michael Martinez (CRD# 2945777) is an Investment Advisor Representative working at Llg Wealth Management in Diamond Bar, CA and has over 26 years of experience in the finance industry. Michael 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.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Llg Wealth Management | Diamond Bar, CA | Jul 2017 - Current | 6 |
| Document Protection Service | Walnut, CA | Jan 2008 - Current | 16 |
| Ameriprise Financial Services, Inc. | Diamond Bar, CA | Dec 2011 - Jun 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
CA
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