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Edwin Martinez

Investment Adviser Representative at BANKERS LIFE ADVISORY SERVICES, INC.

Woodstock, GACRD #4268255Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
6 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
AlabamaDelawareGeorgiaNew HampshireNorth CarolinaSouth Carolina
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/11/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/3/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Greater than $4 million0.30%
$2 million to $4 million0.40%
$1 million to $2 million0.50%
$1 million and below1.25%
Source

Bankers LIFE Advisory Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BANKERS LIFE ADVISORY SERVICES, INC.Current
11/30/2017Woodstock, GA
MERRIMAC ASSET MANAGEMENT
7/17/20127/24/2013Altamonte Springs, FL
WOODBURY FINANCIAL SERVICES, INC.
12/1/20105/23/2012Orlando, FL
CHASE INVESTMENT SERVICES CORP.
1/12/20108/31/2010Orlando, FL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edwin Martinez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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