Rogelio Ivan Martinez
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJan 2026 to now
- Salient SystemsSep 2025 to Dec 2025
- OracleJun 2024 to Sep 2025
- Austin FcJan 2024 to May 2024
- Texas AthleticsJan 2022 to Jan 2024
- University of Texas At Austin, Recreational Sports CenterAug 2020 to May 2024
- Columbia Scaffolding ServicesJun 2020 to Aug 2020
- 99 Cent StoreFeb 2020 to May 2020
- UnemployedOct 2019 to Jan 2020
- Sellers BrosApr 2019 to Oct 2019
- UnemployedOct 2018 to Mar 2019
- McdonaldsJun 2018 to Sep 2018
- Sam Rayburn High SchoolJan 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8207653
- Firm CRD
- 6413