Martin Orton (CRD# 2785924) is an Investment Advisor Representative working at Kingsbridge Wealth Management, Inc. in Las Vegas, NV and has over 27 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingsbridge Wealth Management, Inc. | Las Vegas, NV | Sep 2012 - Current | 11 |
| Kingsbridge Trust Company | Las Vegas, NV | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- CA
- NV
- TX
-
Total Assets Under Management453MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$2,088,025
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, NV, TX
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