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Edmundo Martinez

Fisher Investments

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About Edmundo Martinez

Edmundo Martinez is a financial advisor who is currently registered with Fisher Investments in Plano, Texas. Edmundo has been in the financial services industry since 2017 and has held registrations with several firms, including TD Ameritrade and Charles Schwab. Edmundo holds the Series 63, 65, 7, 9, and 10 licenses and has been a registered investment advisor since 2024. Edmundo is a licensed Investment Advisor Representative in the state of Texas.

Firm Information

Edmundo Martinez is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Edmundo Martinez’s Registration & Firm History

TX

09/07/2024 - Present

Fisher Investments (PLANO TX)

TX

09/01/2023 - 01/08/2024

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

02/21/2017 - 09/01/2023

TD AMERITRADE, INC. (Westlake TX)

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Licenses & Designations

IA

Issued 09/06/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/29/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edmundo Martinez.
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