John Marty (CRD# 2822873) is an Investment Advisor Representative working at Rb Capital Management, LLC in Burlingame, CA and has over 27 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apw Capital, Inc. | Rockaway, NJ | Mar 2017 - Current | 7 |
| Rb Capital Management, LLC | Burlingame, CA | Mar 2016 - Current | 8 |
| Bay Valley Properties | Burlingame, CA | Apr 2015 - Current | 9 |
| Dmk Enterprise, LLC | Burlingame, CA | May 2005 - Current | 18 |
| Invest Capital Group Mortgage | Burlingame, CA | Jan 2005 - Current | 19 |
| City Of San Bruno | San Bruno, CA | May 2006 - Dec 2017 | 11 |
| Fsc Securities Corp | Atlanta, GA | Apr 2016 - Feb 2017 | < 1 |
| Cetera Advisors LLC | El Segundo, CA | Jan 2013 - Mar 2016 | 3 |
| Rb Capital Management, LLC | Brisbane, CA | Jun 2005 - Mar 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management718MILLIONS
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Total Number of Accounts1,335ACCOUNTS
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Average Account Value$537,517
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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