Marco MartinCRD Number: 3097214
Current Firm: Transamerica Financial Advisors, Inc.
Marco Martin (CRD# 3097214) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Monterey Park, CA and has over 19 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Transamerica Financial Advisors, Inc.||Diamond Bar, CA||Jan 2012 - Current||6|
|Martin Management||West Covina, CA||May 2009 - Current||8|
|World Financial Group||Diamond Bar, CA||Jun 2001 - Current||16|
|Transamerica Financial Advisors, Inc.||Anaheim, CA||Jan 2012 - Jan 2012||< 1|
|Investment Advisors International||Anaheim, CA||Jul 2008 - Jan 2012||3|
|World Group Securities, Inc.||Anaheim, CA||Apr 2002 - Jan 2012||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management969MILLIONS
Total Number of Accounts14,750ACCOUNTS
Average Account Value$65,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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