Martin Lombrano is a registered investment advisor, based in Newport Beach, CA, with 33 years of industry experience.
Location
4701 Teller Ave, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is a trustee, insurance agent, notary public, president of Primary Advisors, Inc., co-managing partner for RML Home LLCD, member of RML/L4 LLC, and realtor. He dedicates minimal time to most of these activities, except for insurance sales, which take a few hours per week.
Employment History
Current Registrations
Balanced Security Planning, INC.Broker
Miramontes Capital, LLC
Previous Registrations
Wealth Management Solutions, LLC
Financial Advocates Investment Management
Pence Wealth Management Corporation
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
Jefferson Pilot Securities CorporationBroker
First Allied Securities, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
Mutual Service CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.