Marques Guy (CRD# 6238130) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Thousand Oaks, CA and has over 10 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Revolution Financial Management | Thousand Oaks, CA | Apr 2014 - Current | 10 |
Tri Counties Regional Center | Oxnard, CA | Aug 2013 - Current | 10 |
Stephanie Young Consultants Inc Crisis Support Services | La Mesa, CA | Aug 2013 - Current | 10 |
Transamerica Financial Advisors, Inc. | Agoura Hills, CA | Feb 2013 - Current | 11 |
World Financial Group, Inc. | Agoura Hills, CA | Oct 2011 - Current | 12 |
Debtmerica | Santa Paula, CA | Oct 2014 - Mar 2022 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2014 |
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CA
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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