Martha RoyanCRD Number: 6031104
Current Firm: Transamerica Financial Advisors, Inc.
Martha Royan (CRD# 6031104) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Willoughby Hills, OH and has 1 year of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Transamerica Financial Advisors, Inc.||Willoughby Hills, OH||Feb 2012 - Current||5|
|United Health Care||Cleveland, OH||Nov 2011 - Current||6|
|World Financial Group, Inc.||Willoughby Hills, OH||May 2011 - Current||6|
|Fiberseal Of Northern Ohio||Bedford Hts, OH||Sep 2002 - Current||15|
|Usana Health Sciences||Salt Lake City, UT||Jan 2007 - Feb 2012||5|
|Enagic, Usa||Gardena, CA||Jan 2007 - Feb 2012||5|
- Financial Issue
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops