Martin Lombrano (CRD# 2216040) is an Investment Advisor Representative working at Miramontes Capital, LLC in Newport Beach, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Balanced Security Planning, Inc. | Newport Beach, CA | Feb 2024 - Current | < 1 |
| Miramontes Capital, Llc Dba Primary Advisors | Newport Beach, CA | Sep 2023 - Current | < 1 |
| Lpl Financial, LLC | Newport Beach, CA | Sep 2007 - Feb 2024 | 16 |
| Wealth Management Solution, LLC | Newport Beach, CA | May 2021 - Nov 2023 | 2 |
| Balanced Security Planning, Inc. | Newport Beach, CA | Aug 2023 - Aug 2023 | < 1 |
| Financial Advocates Investment Management | Newport Beach, CA | Nov 2017 - Aug 2021 | 3 |
| Pence Wealth Management Corporation | New Port Beach, CA | Aug 2007 - Dec 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
-
Total Assets Under Management260MILLIONS
-
Total Number of Accounts1,287ACCOUNTS
-
Average Account Value$201,934
- 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
AZ, CA, FL, NV, TX
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