Martin Kuban, financial advisor Bakersfield CA
81 score

Martin Kuban

CRD Number: 3141228
Current Firm: Transamerica Financial Advisors, Inc.

Martin Kuban (CRD# 3141228) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bakersfield, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Bakersfield, CA Jan 2016 - Current < 1
World Financial Group, Inc. Bakersfield, CA Oct 2015 - Current 1
Principal Life Ins Co Bakersfield, CA Jan 2014 - Oct 2015 1
Princor Financial Services Corp Bakersfield, CA Jan 2014 - Oct 2015 1
Bank Of America, N.a. Bakersfield, CA Dec 2012 - Jan 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield, CA Aug 2012 - Jan 2014 1
Union Bank Investments Delano, CA Mar 2010 - Aug 2012 2
Investmentcentera Of America Bakersfield, CA Feb 2009 - Feb 2010 1
Edward Jones St. Louis, MO Jun 2005 - Feb 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S66 NASAA Uniform Combined State Law Examination Apr 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Martin C. Kuban
Phone Number: 727-299-1800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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