Joseph Martinez
Joseph Martinez is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20 Burton Hills Blvd, Suite 450, Nashville, TN, 37215
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Joseph is a partner in Aerobuild/Coast since 2019, dedicating minimal time to quarterly discussions. He is also a partner in Charming Tradesman, LLC and Cucina e Vino, dedicating minimal time to each, where his wife will be consulting and working in the restaurant.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations22 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.