Edwin Martinez

BANKERS LIFE ADVISORY SERVICES

Woodstock, GA 30188

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CRD#: 4268255

Professional summary

Edwin Martinez is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Woodstock, Georgia and BANKERS LIFE SECURITIES, INC. located in Woodstock, Georgia.

Edwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Edwin has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Agent with Bankers Life & Casualty as noted on employment history.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Martinez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2017 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 700 Churchill Ct Ste 110, Woodstock, GA 30188

RIA

CRD#: 281285

Woodstock, GA

Current

October 3, 2017 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 700 Churchill Ct Ste 110, Woodstock, GA 30188

CRD#: 173962

Woodstock, GA

Past

July 17, 2012 - July 24, 2013

MERRIMAC CORPORATE SECURITIES, INC.

RIA

CRD#: 35463

ALTAMONTE SPRINGS, FL

Past

December 1, 2010 - May 23, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

ORLANDO, FL

Past

September 15, 2010 - May 23, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

ORLANDO, FL

Past

January 12, 2010 - August 31, 2010

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

ORLANDO, FL

Past

May 2, 2009 - August 31, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ORLANDO, FL

Past

May 21, 2001 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

ORLANDO, FL

Past

February 9, 2001 - May 11, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 9, 2001 - May 11, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

October 24, 2000 - January 24, 2001

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(3/21/2024)

Georgia
(11/13/2017)

IAR

Georgia
(11/30/2017)

New Hampshire
(4/27/2023)

North Carolina
(10/21/2024)

South Carolina
(3/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/11/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/3/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Edwin Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

MERRIMAC CORPORATE SECURITIES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

WAMU INVESTMENTS, INC.

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2017

SIE

Date: 10/1/2018

Series 7

Date: 10/3/2017

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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