Carolina Martinez is a ChFC-designated registered investment advisor at Greater Financial, based in Sarasota, FL, with 4 years of industry experience. Carolina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Greater Financial offers investment management as part of its Wealth Strategy service. The ongoing fees are billed monthly and range from $350 to $2,000 per month, depending on the complexity of your situation, your unique planning needs, and the size of your portfolio. Before starting, clients pay an initial one-time planning fee between $1,500 and $3,000 for the initial financial plan.
Location
1990 Main Street, Suite 750, Sarasota, FL, 34236
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Regulatory History
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 →Employment History
Current Registrations
Greater Financial
Previous Registrations
Bison Wealth, LLC
The Pacific Financial Group, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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
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