Patrick Martinez
Patrick Martinez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bay St. Louis, MS, with 10 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
843 Highway 90, Bay St. Louis, MS, 39520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is listed as a control person on his parents' checking account for emergency purposes while they travel, requiring minimal time. He is also the owner and operator of Martinez Wealth Management Inc., serving as branch manager and financial advisor, also requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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