Christian Martinez (CRD# 7066223) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brent Forrest & Associates, LLC | San Antonio, TX | Aug 2022 - Current | 1 |
| Brent Forrest & Associates, LLC | San Antonio, TX | Aug 2022 - Current | 1 |
| Northwestern Mutual Investment Services LLC | San Antonio, TX | Nov 2021 - Current | 2 |
| Dustin Stephens | Austin, TX | Feb 2022 - Aug 2022 | < 1 |
| Andrew Stephens | Austin, TX | Jan 2022 - Aug 2022 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2019 - Jan 2022 | 2 |
| Student | San Antonio, TX | Jan 2008 - May 2021 | 13 |
| The Washtub | San Antonio, TX | Mar 2017 - Jul 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- TX
-
Total Assets Under Management506MILLIONS
-
Total Number of Accounts1,454ACCOUNTS
-
Average Account Value$347,873
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, TX
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