Ahmed Antonio Martinez
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJul 2026 to now
- UnemployedDec 2025 to Jun 2026
- UBS Financial Services IncJun 2025 to Dec 2025
- Empower Advisory Group, LLCDec 2024 to May 2025
- Empower Financial Services, IncDec 2024 to May 2025
- The Vanguard Group, Inc.Nov 2016 to Oct 2024
- UnemployedSep 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (SC).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4013550
- Firm CRD
- 6413