Carolina
Martinez
Bison Wealth, LLC
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About this Advisor
Carolina Martinez is a financial advisor based in Parrish, Florida, working with Bison Wealth, LLC. Carolina has previously held positions at Hidalgo Group LLC, Esterline Technologies, Aramark, University Of Florida, Lpl Financial LLC, Royal Alliance Associates, Inc, The Pacific Financial Group, Inc, and Bison Wealth, LLC. Carolina has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Carolina is part of Bison Wealth, LLC, which operates out of Parrish, Florida. The firm has 25 offices and 47 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Bison Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,605,442,799
47
4,347
$369,322
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
- Educational seminars/workshops
Carolina Martinez Work History
Bison Wealth, LLC
Hidalgo Group LLC
The Pacific Financial Group, Inc
Lpl Financial LLC
Royal Alliance Associates, Inc
Esterline Technologies
Aramark
University Of Florida
Disclosures
Please visit the SEC profile of Carolina Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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