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Albert Martinez

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
1031 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Financial Planning:Investment management only
Minimum Annual Fee:$35
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Location

1835 W. Orangewood Ave., Suite 302, Orange, CA, 92868

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Albert sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also supports Tower Systems, Inc's clinics and works as an account manager of social media for Nessie Media Group and owns Enlace Digital Media.

Employment History
Current Registrations
Transamerica Financial Advisors, LLCBroker
January 2012 - Present · 14 yrs 1 mo
Transamerica Financial Advisors, LLC
January 2012 - Present · 14 yrs 1 mo
Previous Registrations
Investment Advisors International, INC.
September 2011 - January 2012 · 4 mos
World Group Securities, INC.Broker
March 2011 - January 2012 · 10 mos
Northwestern Mutual Investment Services,llc
October 2008 - November 2010 · 2 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
October 2008 - November 2010 · 2 yrs 1 mo
Ameriprise Financial Services, INC.
June 2004 - December 2007 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
May 2004 - December 2007 · 3 yrs 7 mos
Ids Life Insurance CompanyBroker
May 2004 - July 2006 · 2 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Albert Martinez - Financial Advisor | TrueAdvisor