Alfredo J Martinez

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 03/2019
  Charles Schwab & Co., Inc.
  New Orleans, LA
• 09/2005 → 03/2019
  Charles Schwab Bank
  New Orleans, LA
• 04/2019 → 06/2024
  Lpl Financial Llc
  Metaire, LA
• 06/2024 → Present
  Arkadios Wealth Advisors
  Atlanta, GA
• 06/2024 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2019-04-01 → 2024-06-25
  Lpl Financial Llc
  Metairie, LA
  New Orleans, LA
  Kenner, LA
• 2014-01-10 → 2019-03-14
  Charles Schwab & Co., Inc.
  Metairie, LA
  New Orleans, LA
  Baton Rouge, LA

Other Businesses

1. Gulf Coast Wealth Management - DBA- investment related - at reported business location(s), 160hours/month during securities trading hours 2. Fixed Insurance Sales, Is Investment Related, 3410 Williams Blvd, Kenner, LA, 70065, United States, Insurance, Financial consultant, 8/20/2025, 160 hours per month, 16 hours per month during trading hours, Fee Based Compensation, Fixed Insurance Sales

Exams

• S66 Uniform Combined State Law Examination
  2016-04-07
• S63 Uniform Securities Agent State Law Examination
  2000-09-16

Other Names

• Alfredo J Martinez
• Alfredo Juan Martinez