Jeannette Martens, financial advisor Laguna Niguel CA
48 score

Jeannette Martens

CRD Number: 5510546
Current Firm: Tcfg Investment Advisors, LLC

Jeannette Martens (CRD# 5510546) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tcfg Insurance Solutions, LLC Laguna Niguel, CA Feb 2018 - Current < 1
Tcfg Wealth Management, LLC Laguna Niguel, CA Feb 2018 - Current < 1
Tcfg Investment Advisors, LLC Laguna Niguel, CA Feb 2018 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Nov 2017 - Dec 2017 < 1
Girard Securities, Inc. San Diego, CA Feb 2011 - Nov 2017 6
Npb Financial Group, LLP Burbank, CA Feb 2009 - Feb 2011 2
Unemployed San Juan Capistrano, CA Dec 2008 - Feb 2009 < 1
Lpl Financial San Juan Capistrano, CA Sep 2008 - Dec 2008 < 1
Royal Alliance Associates, Inc. Lake Forest, CA Apr 2008 - Sep 2008 < 1
Edward Martens Lake Forest, CA Jan 1985 - Sep 2008 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Jeannette J. Martens
Phone Number: 949-365-5830
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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