Ternel
Martinez

Valic Financial Advisors, Inc

CRD#4862908
Investment Advisor
in Portland, OR
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About this Advisor

Ternel Martinez is a financial advisor who works out of Portland, Oregon, with 14 years in the industry. Martinez is an employee of Valic Financial Advisors, Inc. During their career, Martinez has held roles at Bank Of The West, Edward Jones, Metlife Securities Inc, Bancwest Investment Services, Valic Financial Advisors, Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Martinez holds Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in Idaho. Valic Financial Advisors, Inc is a financial advisory business operating out of Portland, Oregon. The investment advisory business has offices in 197 locations and a total of 1,592 people on staff. It oversees $19 billion in assets between its 299,737 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves two charities and foundations. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Valic Financial Advisors, Inc most likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

1800 S.W. First Avenue Suite 420
Portland, OR 97201

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Valic Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$17,629,653,538

OR Average: $3,042,739,679
Total Number of Employees

2,115

OR Average: 49
Total Number of Accounts

377,404

OR Average: 2,315
Average Account Size

$46,713

OR Average: $1,314,358

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Investment Advisory Services

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

Ternel Martinez Work History

Ternel has 14 years of experience.

2018 - Present (1 year)

Valic Financial Advisors, Inc

2017 - 2018 (1 year)

Massachusetts Mutual Life Insurance Company

2017 - 2018 (1 year)

Mml Investors Services, LLC

2012 - 2016 (4 years)

Bank Of The West

2012 - 2016 (4 years)

Bancwest Investment Services

2009 - 2012 (3 years)

Metlife Securities Inc

2004 - 2009 (5 years)

Edward Jones

Disclosures

Ternel Martinez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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