Manuel Martinez (CRD# 4838649) is an Investment Advisor Representative working at Charleston Wealth Advisors in Mount Pleasant, SC and has over 19 years of experience in the finance industry. Manuel 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# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charleston Wealth Advisors | Mount Pleasant, SC | Jun 2022 - Current | 1 |
| Charleston Wealth Advisors | Mount Pleasant, SC | Jun 2008 - Current | 15 |
| Charleston Dog House | Charleston, SC | Mar 2006 - Current | 18 |
| Investment Advisor Group | Hancock, NY | Feb 2021 - Aug 2022 | 1 |
| Investment Advisor Alliance | Oradell, NJ | Jul 2008 - Jan 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- FL
- SC
- TX
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$209,573
- 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
FL, SC, TX
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