Bart Martinez
Bart Martinez is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 30 years of industry experience. Bart is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12531 High Bluff Dr Ste 400, San Diego, CA, 92130
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
April 2005Other Business Activities
Bart owns rental property in Old Forge, NY, and manages a horse breeding, training, and racing business called Marfam Thoroughbreds in San Diego, CA. He spends minimal time on the rental property and a few hours per week on the horse business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Olde Discount CorporationBroker
State Registrations29 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.
Exams
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