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Alfredo J Martinez

Arkadios Wealth Advisors

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About Alfredo J Martinez

Alfredo Martinez is a financial advisor with over 23 years of experience in the financial services industry. Alfredo is currently registered with Arkadios Wealth Advisors and is licensed to provide investment advice in California and Louisiana. Alfredo has a proven track record of success in helping individuals, corporations, and high-net-worth clients achieve their financial goals. Alfredo has previously held positions at LPL Financial LLC, Charles Schwab & Co., Inc., TD Waterhouse Investor Services, Inc., BANC ONE SECURITIES CORPORATION, and Salomon Smith Barney Inc.

Firm Information

Alfredo Martinez is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alfredo Martinez’s Registration & Firm History

LA

06/26/2024 - Present

Arkadios Wealth Advisors (KENNER LA)

LA

04/01/2019 - 06/25/2024

LPL FINANCIAL LLC (KENNER LA)

LA

08/26/2005 - 03/14/2019

CHARLES SCHWAB & CO., INC. (NEW ORLEANS LA)

NE

01/05/2005 - 07/27/2005

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

IL

02/14/2003 - 01/04/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

09/11/2000 - 01/22/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/07/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alfredo J Martinez.
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