Kevin Olalde Martinez
CRD Number: 7682495Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kevin Olalde Martinez (CRD# 7682495) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sun Valley, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northridge, CA | Dec 2019 - Current | 4 |
| Bank Of America N.a. | Northridge, CA | Dec 2019 - Current | 4 |
| Speedy Cash | Panorama City, CA | Sep 2014 - Dec 2019 | 5 |
| Los Angeles Pierce Community College | Woodland Hills, CA | Jun 2014 - Jun 2016 | 2 |
| Tacosway | Canoga Park, CA | Oct 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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