Alwin F Martinez Gonzalez

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2010 → 02/2018
  Mass Mutual Life Insurance Company
  Hato Rey, PR
• 07/2011 → 02/2018
  Mml Investors Services
  Hato Rey, PR
• 03/2018 → 06/2019
  New York Life Insurance Co
  Maitland, FL
• 05/2018 → 06/2019
  Nylife Securities Llc
  Maitland, FL
• 06/2019 → 10/2020
  Guardian Life Insurance Company Of America
  Lake Mary, FL
• 07/2019 → 10/2020
  Park Avenue Securities
  Lake Mary, FL
• 10/2020 → 02/2026
  Investment Planners Inc.
  Decatur, IL
• 04/2026 → Present
  Lpl Financial
  Orlando, FL
• 03/2026 → Present
  Independent Insurance Agent
  Orlando, FL

Previous Registrations

• 2021-02-18 → 2026-02-10
  Ipi Wealth Management, Inc.
  Decatur, IL
  Orlando, FL
• 2020-07-23 → 2020-11-09
  Park Avenue Securities Llc
  Lake Mary, FL

Other Businesses

1. 04/2026 - Independent Insurance Agent - Non-Variable Insurance - Investment Related - 10 Hrs/Mth - 01 Hrs During Trading - Orlando, FL 32828 - OBA Start Date: 03/01/2026

Exams

• S66 Uniform Combined State Law Examination
  2020-07-04
• S63 Uniform Securities Agent State Law Examination
  2007-02-01

Other Names

• Alwin Martinez
• Alwin F. Martinez-Gonzalez
• Alwin F Martinez Gonzalez
• Alwin Martinez Gonzalez