Parker Martinez

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2019 → 09/2024
  Fidelity Investments
  Westlake, TX
• 05/2018 → 05/2019
  Texas Tech University
  Lubbock, TX
• 01/2017 → 05/2018
  Jason P White, Dds
  Lubbock, TX
• 02/2016 → 01/2017
  Discount Tire
  Lubbock, TX
• 10/2024 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 08/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2021-11-04 → 2024-09-23
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-10-22

Designations

• Certified Financial Planner

Other Names

• Parker Reid Martinez