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Oscar Martinez

VALLEY WEALTH STRATEGIES, LLC·LODI, California
SIE, Series 7, Series 24, Series 63, Series 65Clean record8 years registeredVALLEY WEALTH STRATEGIES, LLC
404 W. PINE STREET, LODI, CA 95240CRD# 3166236Firm CRD# 289737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Oscar Martinez · LODI, CA
Registration
CRD #3166236 · VALLEY WEALTH STRATEGIES, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

VALLEY WEALTH STRATEGIES, LLC
Dec 2018 – present
LPL FINANCIAL LLC
Nov 2017 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 29, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALLEY WEALTH STRATEGIES, LLC
CRD 289737 · SEC 801-113081
AUM
$1.0B
Regulatory assets under management
Employees
30
4,110 client accounts
Services offered by VALLEY WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALLEY WEALTH STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Oscar Martinez offer?
Oscar Martinez specializes in Financial Planning, Investment Management. Contact their office in LODI, California for a consultation.
What are Oscar Martinez's credentials?
Oscar Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Oscar Martinez located?
Oscar Martinez is based in LODI, California, working with VALLEY WEALTH STRATEGIES, LLC. Their office serves clients in the LODI metropolitan area and surrounding communities.
How does Oscar Martinez charge for services?
Oscar 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 VALLEY WEALTH STRATEGIES, LLC?
VALLEY WEALTH STRATEGIES, LLC has approximately 30 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALLEY WEALTH STRATEGIES, LLC

Paula Leann Key
LODI, CA
CFP
Daniel Alan Raymond
LODI, CA
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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