Bart
Martinez

Wells Fargo Clearing Services, LLC

CRD#2767437
Investment Advisor
in San Diego, CA
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About this Advisor

Bart Martinez is a certified financial planner in San Diego, California. Currently a registered advisor at Wells Fargo Clearing Services, LLC, they have accrued 10 years of work experience. Martinez maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Martinez is able to advise investors in California and Texas. Over the course of their career, they have held roles at Wachovia Securities, LLC, Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is based out of San Diego, California, and operates out of 6,557 offices in the country. As a company, Wells Fargo Clearing Services, LLC oversees $473 billion in assets throughout 1,432,715 client accounts and employs more than 26,409 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 1,046,418 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 39% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Wells Fargo Clearing Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

12531 High Bluff Dr Ste 400
San Diego, CA 92130

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CA Average: $11,469,110,461
Total Number of Employees

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Bart Martinez Work History

Bart has 10 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

2008 - 2009 (1 years)

Wachovia Securities, LLC

Disclosures

Bart Martinez has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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