GM
GM

Gabriel Martinez

18 Years of Experience
Chicago, IL
BrokerSells Insurance

Gabriel Martinez is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

180 N Stetson Ave Ste 3500, Chicago, IL, 60601

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Gabriel is the president and owner of MMP Consulting Group, Inc., an IT consulting company, dedicating about 10-20% of his time. He also spends minimal time as a notary public and volunteering as a financial educator, and sells non-variable insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
June 2012 - Present · 13 yrs 11 mos
LPL Financial LLCBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 2008 - June 2012 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
August 2008 - June 2012 · 3 yrs 10 mos
Morgan Stanley & CO. Incorporated
July 2007 - July 2008 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
July 2007 - July 2008 · 1 yr
State Registrations15 states
ARAZDEFLGAILINMIMNNCNVPATNTXWI
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.
Gabriel Martinez - Financial Advisor | TrueAdvisor