Stephen Martinez (CRD# 6064975) is an Investment Advisor Representative working at Edward Jones in Borger, TX and has over 11 years of experience in the finance industry.
CRD# 5210868
Edward Jones
CRD# 6006006
Kingsview Wealth Management, LLC
CRD# 6081837
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | May 2021 - Current | 2 |
| Bank Of America, N.a. | Amarillo, TX | Oct 2016 - May 2021 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Amarillo, TX | May 2016 - May 2021 | 5 |
| Select Staff | Amarillo, TX | Feb 2016 - May 2016 | < 1 |
| Unemployed | Amarillo, TX | Dec 2015 - Feb 2016 | < 1 |
| Lowe's Home Improvement | Virginia Beach, VA | Jul 2015 - Dec 2015 | < 1 |
| Farmers Financial Solutions | Chesapeake, VA | May 2012 - Aug 2015 | 3 |
| Wells Fargo Bank | Virginia Beach, VA | Mar 2015 - Jul 2015 | < 1 |
| Farmers Insurance Group | Cheapeake, VA | Jul 2011 - May 2015 | 3 |
| Checkered Flag Bmw | Virginia Beach, VA | Dec 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- 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)
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