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Carla Lucia Martinez

Agf Advisors

Hacienda Heights, CA

CRD 3203109

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Employer firm

Agf Advisors CRD 156071

$2.61M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • SELECTION OF QUALIFIED PLAN RECORD KEEPERS

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

Current Employers
Agf Advisors

Hacienda Heights, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Hacienda Heights, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buenfuturo Llc Laguna Beach CA 09/2007 07/2017
Agf Advisors Hacienda Heights CA 12/2010 Present
  • 09/2007 → 07/2017
    Buenfuturo Llc
    Laguna Beach, CA
  • 12/2010 → Present
    Agf Advisors
    Hacienda Heights, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-21
S63 Uniform Securities Agent State Law Examination 2003-05-16
  • S65 Uniform Investment Adviser Law Examination
    2010-09-21
  • S63 Uniform Securities Agent State Law Examination
    2003-05-16
Other Names
  • Clara Martinez
  • Carla Lucia Martinez

View on SEC IAPD

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