Cesar
Martinez
First Trust Advisors Lp
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About this Advisor
Cesar Martinez is a financial advisor operating out of Austin, Texas, with a total of 5 years of relevant experience. Martinez is an employee of First Trust Advisors Lp. During their career, the advisor has held roles at Lpl Financial, Internat'L Bank Of Commerce, Inter National Bank, Lpl Financial, LLC, First Trust Portfolios L.P and First Trust Advisors L.P. Martinez holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Illinois and Texas. First Trust Advisors Lp is an advisory firm that has its headquarters in Wheaton, IL. The company has offices in two locations and a total of 637 people on staff. It oversees $191 billion in assets under management across its 3,143 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. First Trust Advisors Lp performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely vary depending on which service is offered. However, fees charged by First Trust Advisors Lp most likely consist of some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Trust Advisors Lp Brokerage Details
$190,452,000,000
637
3,143
$60,595,609
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Cesar Martinez Work History
Cesar has been registered as a financial advisor for 5 years.*
First Trust Portfolios L.P
First Trust Advisors L.P
Lpl Financial, LLC
Inter National Bank
Lpl Financial
Internat'L Bank Of Commerce
*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 Cesar 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 First Trust Advisors Lp
Austin, TX
Wheaton, IL
Wheaton, IL
Eagle, ID
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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