Efren Martinez
Efren Martinez is a registered investment advisor at Osaic Wealth, INC., based in Riverside, CA, with 35 years of industry experience. Efren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
16099 Hillsmont Lane, Riverside, CA, 92503
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Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Efren is a statutory agent/owner of Martinez & Rezac Financial Services, Inc. and sells fixed annuities and insurance products, dedicating a few hours per week to this. He is also a notary public for the State of California and refers clients for Medicare guidance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Swbc Investment CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations19 states
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.