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Carolina Alicia Martinez

Bison Wealth, LLC

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About Carolina Alicia Martinez

Carolina Martinez is a financial advisor with Bison Wealth, LLC. Carolina has been in the industry since 2020 and is registered with the state of Florida and Texas. Carolina is a Chartered Financial Consultant and has a Series 7, Series 66, and SIE licenses. She has worked with a variety of clients, including individuals, corporations, and charitable organizations. Carolina focuses on providing financial planning, investment management, and pension consulting services. She has experience working with LPL Financial LLC and Royal Alliance Associates, Inc.

Firm Information

Carolina Martinez is currently registered with Bison Wealth, LLC. Bison Wealth, LLC is an investment advisor headquartered in Atlanta, Georgia. The firm manages over $1.6 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. Bison Wealth provides a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. They are registered with the SEC and have a team of 33 investment advisor representatives.
Bison Wealth, LLC

3550 LENOX ROAD NE

ATLANTA, GA 30326

$1.61B

Assets Under Management

Not reported

Total Clients

40

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Carolina Martinez’s Registration & Firm History

FL

01/18/2023 - Present

Bison Wealth, LLC (Parrish FL)

WA

12/17/2020 - 06/03/2022

ROYAL ALLIANCE ASSOCIATES, INC. (YAKIMA WA)

WA

10/29/2020 - 12/18/2020

LPL FINANCIAL LLC (YAKIMA WA)

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Licenses & Designations

BOTH

Issued 12/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carolina Alicia Martinez.
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