Megan Hope Martinez
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
11 years in the industry.
- Raymond James Financial Services Advisors, IncMar 2024 to now
- Raymond James Financial Service Advisors Inc.Mar 2024 to now
- Raymond James Financial Services Inc.Mar 2024 to now
- Raymond James & Associates, Inc.Feb 2021 to now
- El Paso Inc.Sep 2020 to Oct 2020
- Diocese of El PasoJun 2020 to Jul 2020
- University of North TexasAug 2019 to Aug 2021
- El Paso Inc.Dec 2018 to Dec 2018
- El Paso Inc.May 2018 to Aug 2018
- Kvia Abc-7May 2017 to Aug 2017
- University of Texas At AustinAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7334200
- Firm CRD
- 149018