Leo Frank Martinez
Investment adviser representative at Epsilon Financial Group, Inc.
23 yearsExperience
1 stateRegistered in
$626.1MFirm assets
22 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
Experience
23 years in the industry.
- Epsilon Financial Group, Inc.Oct 2007 to now
- Various Insurance CarriersJun 2004 to now
- Bridge Property ManagementSep 2003 to now
- Waddell & Reed, Inc.Jul 2003 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Epsilon Financial Group, Inc.
$626.1MAssets managed
434Clients
5Advisers
22 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
- 4684268
- Firm CRD
- 111990