Pedro Antonio Martinez
Investment adviser representative at Insight Financial Services
14 yearsExperience
5 statesRegistered in
$213.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ifs Advisors LLC dba Insight Financial ServicesJun 2008 to now
- Insight Financial ServicesApr 2006 to now
- Securities America, Inc.Sep 2020 to Nov 2020
- Securities Service NetworkOct 2017 to Sep 2020
- National Planning CorporationApr 2006 to Oct 2017
- Insight Insurance PartnersMar 2006 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (FL, KS, MO, NE, TX).
Insight Financial Services
Legal name: Ifs Advisors, LLC
$213.8MAssets managed
444Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2557989
- Firm CRD
- 147518