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Mikyla Lucille Martinez

Atlantic Investments A Registered Investment Advisor, Inc.

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About Mikyla Lucille Martinez

Mikyla Lucille Martinez is an Investment Advisor Representative associated with Atlantic Investments A Registered Investment Advisor, Inc. Mikyla has been registered with the state of California since August 13, 2024. Prior to joining Atlantic Investments A Registered Investment Advisor, Inc. Mikyla was employed by Kaiser Permanente in Los Angeles, California, starting in July 2000. Mikyla provides financial planning and selection of other advisers services for clients.

Firm Information

Mikyla Martinez is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Referral fees

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Mikyla Martinez’s Registration & Firm History

CA

08/13/2024 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (LOS ANGELES CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mikyla Lucille Martinez.
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