Justin Martinez, financial advisor Yucaipa CA
93 score

Justin Martinez

CRD Number: 5342598
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Justin Martinez (CRD# 5342598) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yucaipa, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Inc. Yucaipa, CA Oct 2015 - Current 1
Bank Of America, N.a. Yucaipa, CA Oct 2015 - Current 1
U.s. Bancorp Investments, Inc. Redlands, CA Jan 2011 - Oct 2015 4
Lpl Financial Charlotte, NC Oct 2010 - Jan 2011 < 1
Arrowhead Credit Union San Bernardino, CA Jun 2008 - Oct 2010 2
Aig Financial Advisors Riverside, CA Jan 2008 - Jun 2008 < 1
Banned Boardshop Riverside, CA Apr 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Justin R. Martinez
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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