Martha Royan, financial advisor Kirtland OH

Martha Royan

CRD Number: 6031104
Current Firm: Transamerica Financial Advisors, Inc.

Martha Royan (CRD# 6031104) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Kirtland, OH and has 1 year of experience in the finance industry.

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Champion Health Scottsdale, AZ Sep 2023 - Current < 1
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Mwr Consulting, LLC Eastlake, OH Jul 2016 - Current 7
Transamerica Financial Advisors, Inc. Willoughby Hills, OH Feb 2012 - Current 12
United Health Care Cleveland, OH Nov 2011 - Current 12
World Financial Group, Inc. Willoughby Hills, OH May 2011 - Current 12
Fiberseal Of Northern Ohio Bedford Hts, OH Sep 2002 - Nov 2017 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2022
Contact Info for Martha W. Royan
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,815
    MILLIONS
  • Total Number of Accounts
    59,659
    ACCOUNTS
  • Average Account Value
    $30,430
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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