Justin
Martinez
Consolidated Portfolio Review Corp
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About this Advisor
Justin Martinez is a financial advisor based in Woodbury, New York, working with Consolidated Portfolio Review Corp. Justin has previously held positions at Farmers Insurance, Filice, Ihts, Farmers Financial Solutions, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Prudential Insurance Company Of America, Pruco Securities, LLC, New York Life, Lrj Wealth Management LLC/Revisor Wealth Managment LLC, Massmutual Life Insurance Co, Mml Investor Services, LLC Registered Representative, Pruco Securities LLC, Zircon Financial Planning, and Vanderbilt Financial Group. Justin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Justin is part of Consolidated Portfolio Review Corp, which operates out of Woodbury, New York. The firm has 24 offices and 45 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Consolidated Portfolio Review Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$1,294,955,167
45
4,821
$268,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Justin Martinez Work History
Vanderbilt Financial Group
Zircon Financial Planning
Massmutual Life Insurance Co
Mml Investor Services, LLC Registered Representative
Lrj Wealth Management LLC/Revisor Wealth Managment LLC
Prudential Insurance Company Of America
Pruco Securities, LLC
New York Life
Pruco Securities LLC
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Farmers Insurance
Farmers Financial Solutions
Filice
Ihts
Disclosures
Please visit the SEC profile of Justin Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consolidated Portfolio Review Corp
Concord, CA
Woodbury, NY
Woodbury, NY
Nashua, NH
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
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