Edwin
Martinez

Bankers Life Advisory Services, Inc

CRD#4268255
Investment Advisor
in Atlanta, GA

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About this Advisor

Edwin Martinez is a financial advisor based out of Atlanta, Georgia with 6 years of relevant experience. Martinez is an employee of Bankers Life Advisory Services, Inc. Over the course of their career, they have held roles at Focal Wealth Management, Renewal By Andersen, Bankers Life & Casualty and Bankers Life Securities Inc. Martinez has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia. Bankers Life Advisory Services, Inc is a business that has its headquarters in Chicago, IL. The investment advisory business has offices in 136 locations and a total of 363 people on staff. It controls $1 billion in assets between its 10,292 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Bankers Life Advisory Services, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on the services provided. Fee types billed by Bankers Life Advisory Services, Inc may include asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

2849 Paces Ferry Rd Se Ste310
Atlanta, GA 30339

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,125,123,822

GA Average: $6,674,516,078
Total Number of Employees

363

GA Average: 44
Total Number of Accounts

10,292

GA Average: 2,564
Average Account Size

$109,320

GA Average: $2,603,165

Investment Advisory Services

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

Edwin Martinez Work History

Edwin has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Bankers Life Securities Inc

2016 - Present (8 years)

Bankers Life & Casualty

2016 - 2016 (< 1 year)

Renewal By Andersen

2012 - 2015 (3 years)

Focal Wealth Management

*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 Edwin 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 Bankers Life Advisory Services, Inc

Dominic Ruggerio
Chicago, IL
Peter Portanova
Hauppauge, NY
Albert Preniqi
Chicago, IL
Brock Williams
Mount Pleasant, MI
Jonathan James
Chicago, IL
Chad Visser
Chicago, IL
Joshua Sievers
Fort Wayne, IN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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