Marta Amaton
CRD Number: 4063282Current Firm: United Planners' Financial Services Of America A Limited Partner
Marta Amaton (CRD# 4063282) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 24 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marta Amaton | Walnut Creek, CA | Sep 2023 - Current | < 1 |
| Rental Property | Fairfield, CA | Sep 2023 - Current | < 1 |
| Proxy Freedom | Walnut Creek, CA | Aug 2023 - Current | < 1 |
| Napa Valley College | Napa, CA | Oct 2020 - Current | 3 |
| Marta Amaton - Executor/will | Napa, CA | Dec 2016 - Current | 7 |
| United Planners' Financial Services | Scottsdale, AZ | Apr 2016 - Current | 8 |
| Vezer Family Vineyard | Suisun Valley, CA | Nov 2015 - Current | 8 |
| Jacobson Wealth Management | Napa, CA | Oct 2009 - May 2023 | 13 |
| Jacobson Wealth Management & Insurance Services | Napa, CA | Oct 2009 - May 2023 | 13 |
| Marta Amaton | Napa, CA | Oct 2009 - May 2023 | 13 |
| Napa Valley Share The Care | Napa, CA | Jun 2018 - Dec 2021 | 3 |
| City Of Napa Recreation & Cultural Contractor/napa Senior Center | Napa, CA | Sep 2021 - Nov 2021 | < 1 |
| Napa Valley Support Services | Napa, CA | Jan 2013 - Oct 2021 | 8 |
| Rental Property | Fairfield, CA | Jun 2019 - May 2021 | 1 |
| Marta Amaton - Rental Property | Fairfield, CA | Sep 2006 - Feb 2019 | 12 |
| Marta Cornejo - Financial & Ins Svs | Napa, CA | Nov 2005 - Aug 2018 | 12 |
| Marta Amaton - Independent Insurance | Napa, CA | Aug 1998 - Aug 2018 | 20 |
| Marta Amaton - Rental Property | Fairfield, CA | Aug 2015 - Nov 2016 | 1 |
| Transamerica Financial Advisors, Inc. | Napa, CA | Oct 1999 - Apr 2016 | 16 |
| Marta Amaton - Makeup Consultant | Fairfield, CA | Aug 1995 - Dec 2015 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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