Osaic Wealth
46yrs
Top advisor by experience in Southlake
20yrs
Andrew Martz
Financial advisor at LPL Financial
Based in Southlake, Texas, Andrew Martz is a fiduciary financial advisor with 20 years of industry experience. Andrew joined LPL Financial in 2025, after eight years at Western International Securities and five years at J.P. Morgan Securities. Andrew holds the CFP® designation.
One of 331 advisors with offices in Southlake, and one of 311 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 66% of advisors in Texas
Office530 E Southlake Blvd #140, Southlake, TX 76092
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowLPL Financial LLCCurrent firm
- 2017 – 2025Western International Securities, Inc.Previously
- 2012 – 2017J.P. Morgan Securities LLCPreviously
- 2008 – 2012Chase Investment Services Corp.Previously
Contact Andrew
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Andrew. 530 E Southlake Blvd #140Southlake, TX 76092Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Andrew
How do I contact Andrew?
Call LPL Financial at (704) 733-3300 and ask for Andrew Martz. Andrew works from the Southlake, TX office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2006, about 20 years. More experience than 66% of advisors in Texas.
What licenses does Andrew hold?
Series 66. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Sanctuary Advisors
44yrs
Top 1% by experience at Sanctuary Advisors
Great Valley Advisor Group
43yrs
Top 1% by experience in Southlake
Merrill
42yrs
Top 1% by experience in Southlake
Sanctuary Advisors
41yrs
Top 2% by experience in Southlake
St. James Investment
41yrs
Top advisor by experience at St. James Investment