Robyn L Martinez
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCMar 2025 to now
- BMO Harris BankMar 2025 to now
- Wells Fargo Clearing Services, LLCDec 2021 to Mar 2025
- UnemployedAug 2021 to Dec 2021
- LPL Financial LLCMar 2020 to Jul 2021
- Mountain America Credit UnionMar 2020 to Jul 2021
- U.S. Bancorp Investments, Inc.Jun 2017 to Mar 2020
- U.S. BankJun 2017 to Mar 2020
- UnemployedFeb 2017 to Jun 2017
- Bancwest Investment ServicesFeb 2012 to Jan 2017
- Bank of the WestJan 2012 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 4484779
- Firm CRD
- 6413