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Salvador Martinez

Mariner Advisor Network
36 Years of Experience
Roseville, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Salvador Martinez is a registered investment advisor at Mariner Advisor Network, based in Roseville, CA, with 36 years of industry experience. Salvador is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 16,241 clients with $9.6B in assets under management.

Mariner Advisor Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
16,241 clients
Average Client Portfolio
$589K average
Assets Under Management
$9.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Mariner Independent Advisor Network offers investment management through various custodial platforms and programs, with advisory fees varying by platform, account size, and the specific investment advisor. Depending on the platform and fee option selected:

  • Asset-based fee options charge a single fee covering both advisory services and transaction costs, with maximum advisory fees ranging up to 2.75% to 3.00% depending on the program.
  • Transaction-based fee options involve advisory fees ranging from 0.40% to 2.75% of assets, plus separate transaction charges or commissions.
  • Guided Wealth Portfolios (an automated digital program) charges a maximum fee of 1.35%.

Fees are negotiable by individual advisors based on account complexity and scope of services, and are typically billed quarterly in advance.

View Full SEC Brochure

Location

1504 Eureka Rd Ste 210, Roseville, CA, 95661

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Salvador is involved in several business activities, including Martinez Financial Group, Sal Martinez Insurance Agency (selling fixed insurance), Retirement Wealth Advisors, Inc., and Mariner Independent Advisor Network LLC. He dedicates nearly all of his time to providing investment advisory services through Mariner Independent Advisor Network LLC and about 10% of his time to fixed insurance sales.

Employment History
Current Registrations
Mariner Advisor Network
July 2016 - Present · 10 yrs 3 mos
LPL Financial LLCBroker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
Strategic Wealth Advisors Group
November 2012 - July 2016 · 3 yrs 8 mos
Allstate Financial Services, LLCBroker
April 2000 - November 2012 · 12 yrs 7 mos
Lsa Securities, INC.Broker
October 1999 - November 1999 · 1 mo
Sunamerica Securities, INC.Broker
January 1990 - April 2000 · 10 yrs 3 mos
State Registrations13 states
ALAZCACOIDINMINCNVPATXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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