Unclaimed Profile

Leo Frank Martinez

EPSILON FINANCIAL GROUP, INC.·FAIRFIELD, California

Series 7, Series 66Clean record21 years registeredEPSILON FINANCIAL GROUP, INC.

2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA 94534CRD# 4684268Firm CRD# 111990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leo Frank Martinez · FAIRFIELD, CA

Registration

CRD #4684268 · EPSILON FINANCIAL GROUP, INC. · 21 years registered

Brand Profile

Not yet started

Career History

EPSILON FINANCIAL GROUP, INC.

Oct 2007 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Oct 2005 – Oct 2007

NAPA, CA

WADDELL & REED, INC.

Jun 2005 – Aug 2005

FAIRFIELD, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 22, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EPSILON FINANCIAL GROUP, INC.

CRD 111990 · SEC 801-62454

AUM

$559M

Regulatory assets under management

Employees

495 client accounts

Services offered by EPSILON FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EPSILON FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Leo Frank Martinez offer?

Leo Frank Martinez specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, California for a consultation.

What are Leo Frank Martinez's credentials?

Leo Frank Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leo Frank Martinez located?

Leo Frank Martinez is based in FAIRFIELD, California, working with EPSILON FINANCIAL GROUP, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Leo Frank Martinez charge for services?

Leo Frank Martinez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EPSILON FINANCIAL GROUP, INC.?

EPSILON FINANCIAL GROUP, INC. has approximately 8 employees and manages $559M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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