# JULIE ANN MARTINEZ

JULIE ANN MARTINEZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with LPL FINANCIAL LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-09-04 | present | Yes |
| [VISIONARY ASSET MANAGEMENT](https://search.stillhousedata.com/firm/147304) | 2013-02-19 | 2019-04-01 | — |
| [ALPHASOURCE INVESTMENT COUNSEL, INC](https://search.stillhousedata.com/firm/144857) | 2013-02-19 | 2013-07-01 | — |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2010-11-11 | 2025-10-27 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2009-10-06 | 2010-10-22 | — |
| [STANFORD CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/141553) | 2008-04-30 | 2008-11-07 | — |
| [STANFORD GROUP COMPANY](https://search.stillhousedata.com/firm/39285) | 2005-12-21 | 2009-03-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4791821)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4791821.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.