Marco Martin, financial advisor Diamond Bar CA
93 score

Marco Martin

CRD Number: 3097214
Current Firm: Transamerica Financial Advisors, Inc.

Marco Martin (CRD# 3097214) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Diamond Bar, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Diamond Bar, CA Jan 2012 - Current 4
Martin Management West Covina, CA May 2009 - Current 7
World Financial Group Diamond Bar, CA Jun 2001 - Current 15
Transamerica Financial Advisors, Inc. Anaheim, CA Jan 2012 - Jan 2012 < 1
Investment Advisors International Anaheim, CA Jul 2008 - Jan 2012 3
World Group Securities, Inc. Anaheim, CA Apr 2002 - Jan 2012 9
Mortgage Affiliate Broker Program Duluth, GA Jul 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Marco S. Martin
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
93
Clean Record
This advisor has a clean track record with regulators.

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