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Edwin Martinez

Bankers Life Advisory Services, INC.
21 Years of Experience
Woodstock, GA
8 DisclosuresBrokerSells Insurance
View SEC Summary
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Edwin Martinez is a registered investment advisor at Bankers Life Advisory Services, INC., based in Woodstock, GA, with 21 years of industry experience. Edwin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.

Bankers Life Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
534 advisors
Number of Clients
14,314 clients
Average Client Portfolio
$174K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

700 Churchill Ct Ste 110, Woodstock, GA, 30188

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History

Regulatory History (8)
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.
Judgment / Lien
January 2025
Judgment / Lien
October 2019
Judgment / Lien
August 2016
Judgment / Lien
April 2016
Employment Separation After Allegations
May 2012
Customer Dispute
March 2011
Settled
Customer Dispute
May 2009
Denied
Customer Dispute
November 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Edwin is an insurance agent with Bankers Life & Casualty, as noted in his employment history.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
November 2017 - Present · 8 yrs 11 mos
Bankers Life Securities, INC.Broker
October 2017 - Present · 9 yrs
Previous Registrations
Merrimac Asset Management
July 2012 - July 2013 · 1 yr
Woodbury Financial Services, INC.
December 2010 - May 2012 · 1 yr 5 mos
Woodbury Financial Services, INC.Broker
September 2010 - May 2012 · 1 yr 8 mos
Chase Investment Services CORP.
January 2010 - August 2010 · 7 mos
Chase Investment Services CORP.Broker
May 2009 - August 2010 · 1 yr 3 mos
Wamu Investments, INC.Broker
May 2001 - May 2009 · 8 yrs
Ids Life Insurance CompanyBroker
February 2001 - May 2001 · 3 mos
American Express Financial Advisors INC.Broker
February 2001 - May 2001 · 3 mos
Wm Financial Services, INC.Broker
October 2000 - January 2001 · 3 mos
State Registrations6 states
ALDEGANCNHSC
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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