Roy
Martinez
City National Securities, Inc
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About this Advisor
Roy Martinez is a financial advisor who works in Santa Barbara, California, with 9 years of relevant experience. Martinez is an employee of City National Securities, Inc. Over the course of their career, Martinez has held roles at Union Bank, Unionbanc Investment Services and City National Bank. Martinez has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California. City National Securities, Inc is a company that has its headquarters in Los Angeles, CA. It has offices in 18 locations and a total of 48 advisors. It administers $2 billion in total assets among its 2,278 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 2,278 client accounts, 15% belong to high-net-worth clients who have more than $1 million in assets available to invest. City National Securities, Inc has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the financial services. However, fee types billed by City National Securities, Inc can be comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,513,277,680
48
2,278
$664,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Roy Martinez Work History
Roy has been registered as a financial advisor for 9 years.*
City National Bank
Unionbanc Investment Services
Union Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roy Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
Los Angeles, CA
Los Angeles, CA
Beverly Hills, CA
Washington, DC
Los Angeles, CA
Los Angeles, CA
Irvine, CA
Walnut Creek, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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