RM
RM
Robert Martinez
43 Years of Experience
Grosse Pointe Farms, MI
1 DisclosureBroker
Robert Martinez is a registered investment advisor at Raymond James & Associates, INC., based in Grosse Pointe Farms, MI, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
15 and 21 Kercheval Avenue, 2 Suites, Same Building, Grosse Pointe Farms, MI, 48236
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 1993Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2011 - Present · 15 yrs 3 mos
Raymond James & Associates, INC.
February 2011 - Present · 15 yrs 3 mos
Previous Registrations
Oppenheimer & CO. INC.
November 2007 - March 2011 · 3 yrs 4 mos
Oppenheimer & CO. INC.Broker
January 1999 - March 2011 · 12 yrs 2 mos
First of Michigan CorporationBroker
March 1990 - January 1999 · 8 yrs 10 mos
Smith, Hague & CO., IncorporatedBroker
March 1989 - March 1990 · 1 yr
Dean Witter Reynolds INC.Broker
March 1988 - March 1989 · 1 yr
First Heritage CorporationBroker
November 1982 - March 1988 · 5 yrs 4 mos
State Registrations11 states
AZCACOFLILMINCNMSCVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.