Victoria E Martinez
Investment adviser representative at Commonwealth Financial Network
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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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 feeCommissions
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
9 years in the industry.
- Commonwealth Financial NetworkMar 2025 to now
- LPL Financial LLCJan 2025 to Mar 2025
- Cetera Investment Advisers LLCSep 2023 to Jan 2025
- Cetera Investment Services LLCSep 2023 to Jan 2025
- Frost Brokerage ServicesAug 2021 to Jan 2025
- Goldman Sachs & Co LLCJan 2021 to Jul 2021
- The Ayco Company, L.p./mercer AlliedJan 2020 to Jan 2021
- Parkway Wealth Management GroupMay 2019 to Aug 2019
- Texas A&m UniversityJan 2018 to Dec 2019
- Douglass HouseholdJan 2017 to Dec 2019
- Douglass NissanJan 2017 to May 2019
- Binn UniversityAug 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7126935
- Firm CRD
- 8032