Eric Scott Martinez

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

• 05/2026 → Present
  Lpl Financial Llc
  San Diego, CA
• 06/2025 → 02/2026
  Semi-Retired
  Kelseyville, CA
• 02/2014 → 03/2022
  Thrivent Investment Management Inc
  Minneapolis, MN
• 12/2013 → 03/2022
  Thrivent Financial For Lutherans
  Appleton, WI
• 05/2024 → 06/2025
  Grove Point Investments, Llc
  Rockville, MD
• 03/2022 → 04/2024
  Semi-Retired
  Kelseyville, CA
• 02/2026 → 05/2026
  Xnergy Financial
  Los Angeles, CA

Previous Registrations

• 2014-02-07 → 2022-03-31
  Thrivent Investment Management Inc.
  Bellevue, WA
  Minneapolis, MN
  Scottsdale, AZ
• 2013-02-21 → 2013-12-16
  U.S. Bancorp Investments, Inc.
  Vancouver, WA
• 2011-03-09 → 2011-09-22
  Freestone Capital Management, Llc
  Seattle, WA
• 2006-02-03 → 2009-04-20
  Russell Investments
  Tacoma, WA
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2025-02-04
• S63 Uniform Securities Agent State Law Examination
  2016-11-05