Cesar Martinez (CRD# 5428598) is an Investment Advisor Representative working at First Trust Advisors LP in Austin, TX and has over 16 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Trust Portfolios LP | Wheaton, IL | Sep 2018 - Current | 5 |
| First Trust Advisors LP | Wheaton, IL | Sep 2018 - Current | 5 |
| Lpl Financial, LLC | Mcallen, TX | Feb 2018 - Aug 2018 | < 1 |
| Inter National Bank | Mcallen, TX | Feb 2016 - Mar 2018 | 2 |
| Lpl Financial | Charlotte, NC | Jun 2011 - Feb 2016 | 4 |
| Internat'l Bank Of Commerce | Mcallen, TX | Jun 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- IL
- TX
-
Total Assets Under Management210,879MILLIONS
-
Total Number of Accounts2,926ACCOUNTS
-
Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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