Olivier Martinez, financial advisor Seattle WA
90 score

Olivier Martinez

CRD Number: 6256584
Current Firm: Waddell & Reed

Olivier Martinez (CRD# 6256584) is an Investment Advisor Representative working at Waddell & Reed in Seattle, WA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Internations Seattle Seattle, WA Dec 2015 - Current 1
Karen Einberger Tax Preparation Services Seattle, WA Oct 2014 - Current 2
Ufe Seattle Seattle, WA Apr 2014 - Current 2
Waddell & Reed, Inc. Seattle, WA Mar 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Seattle, WA Mar 2014 - Current 2
French-american Chamber Of Commerce Of The Pnw Seattle, WA Oct 2013 - Current 3
Karen Einberger Seattle, WA Jul 2014 - Jan 2016 1
Farmers Financial Solutions Seattle, WA Aug 2013 - Mar 2014 < 1
Farmers Insurance Seattle, WA Aug 2013 - Mar 2014 < 1
Aflac Seattle, WA Sep 2013 - Feb 2014 < 1
Student Seattle, WA Jan 2013 - Jan 2014 1
Self Employed Paris, Sep 2003 - Jan 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
S63 Uniform Securities State Law Examination Sep 2013
Contact Info for Olivier P. Martinez
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • ID
  • MD
  • MI
  • NM
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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