Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toby? Claim Your ProfileToby Martinez is a registered investment advisor representative with Dimensional Fund Advisors LP. Toby has been in the financial services industry since 2019. Toby is registered with the state of Texas. The advisor works out of the Austin office. Toby's firm, Dimensional Fund Advisors LP, has been in business since 1981 and has offices in Austin, TX and other locations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/26/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 01/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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