Lenny Martinez (CRD# 6391987) is an Investment Advisor Representative working at Simplicity Wealth in Farmers Branch, TX and has over 9 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Futurenvest Consulting | Dallas, TX | Jan 2010 - Current | 14 |
| Lrm Retirement | Farmers Branch, TX | Jan 2000 - Current | 24 |
| Brokers International Financial Services, LLC | Dallas, TX | Feb 2018 - Mar 2024 | 6 |
| Secure Investment Management | Tucson, AZ | Sep 2016 - Feb 2018 | 1 |
| Armone Insurance | Dallas, TX | Jun 2016 - Feb 2018 | 1 |
| Jd Mellberg Financial, Texas | Tucson, AZ | Sep 2016 - Feb 2017 | < 1 |
| Sentinus, LLC | Joliet, IL | Aug 2014 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- TX
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Total Assets Under Management3,167MILLIONS
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Total Number of Accounts6,188ACCOUNTS
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Average Account Value$511,725
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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