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John Eugene Marty

RB Capital Management, LLC

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About John Eugene Marty

John Eugene Marty is an investment advisor representative with RB Capital Management, LLC. John has been working in the financial services industry since December 1996. John holds Series 6, 7, 24, 63, and 65 securities licenses, and is registered with the state of California. John is also a partner at DM Enterprises, LP, and the owner of Invest Capital Group Mortgage and an independent real estate broker. John's experience and expertise allow him to provide a wide range of financial services to individuals, businesses, and pension and profit-sharing plans.

Firm Information

John Marty is currently registered with RB Capital Management, LLC. RB Capital Management, LLC is an investment advisor headquartered in Reno, Nevada with over $717 million in regulatory assets under management. They offer financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has 11 investment adviser representatives and serves a diverse clientele, including high-net-worth individuals, pension plans, and corporations. RB Capital Management participates in wrap fee programs.
RB Capital Management, LLC

5365 RENO CORPORATE DR.

RENO, NV 89511

$717.58M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Marty’s Registration & Firm History

CA

04/01/2016 - Present

RB Capital Management, LLC (Burlingame CA)

CA

04/15/2016 - 03/23/2017

FSC SECURITIES CORPORATION (BURLINGAME, CA)

CA

05/09/2012 - 04/18/2016

CETERA ADVISORS LLC (BURLINGAME CA)

CA

10/11/2004 - 05/10/2012

SLOAN SECURITIES CORP. (BIRLINGAME CA)

FL

09/13/2003 - 10/11/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

MN

05/08/1997 - 09/24/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

IN

12/02/1996 - 05/14/1997

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/02/1996 - 05/14/1997

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 05/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for John Eugene Marty. Review regulatory record here.
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