Michael Ethan Martinez
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCApr 2023 to now
- Sweetwater Union High School DistrictSep 2022 to Apr 2023
- UnemployedJun 2022 to Sep 2022
- Freedom MortgageSep 2020 to Jun 2022
- UnemployedMar 2020 to Sep 2020
- American Intermutual AgencyMay 2019 to Mar 2020
- Sweetwater Union High School DistrictAug 2017 to May 2019
- PostmatesSep 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7731059
- Firm CRD
- 6413