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Martin Eugene Gamboa

UMB Financial Services, Inc.

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About Martin Eugene Gamboa

Martin Gamboa is a financial advisor at UMB Financial Services, Inc., a firm that offers a range of financial services, including investment management. Martin has been in the industry since 1990 and holds a Series 7, Series 24, and Series 63 license. Martin is a registered representative in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Minnesota, Mississippi, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, and Wisconsin.

Firm Information

Martin Gamboa is currently registered with UMB Financial Services, Inc.. UMB Financial Services, Inc. is a corporation that provides investment advisory services to individuals and businesses. The firm has been in operation since 1985 and is headquartered in Kansas City, Missouri. UMB Financial Services, Inc. offers a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the SEC and is also registered in 52 states.
UMB Financial Services, Inc.

928 GRAND BLVD

KANSAS CITY, MO 64106

$730,778

Assets Under Management

1,301

Total Clients

121

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Martin Gamboa’s Registration & Firm History

TX

10/12/2018 - Present

UMB Financial Services, Inc. (Dallas TX)

CA

12/05/2005 - 08/29/2018

HILLTOP SECURITIES INC. (SAN FRANCISCO CA)

NY

01/02/2002 - 11/16/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

CA

08/28/1995 - 01/17/2002

SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)

WA

04/05/1995 - 08/23/1995

SMITH MITCHELL INVESTMENT GROUP INC. (SEATTLE WA)

WA

10/10/1994 - 02/13/1995

SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)

NA

05/25/1988 - 11/04/1992

SEAFIRST SECURITIES, INC.

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Licenses & Designations

BC

Issued 05/31/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2013

Series 24 - General Securities Principal Examination

BC

Issued 08/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Eugene Gamboa.
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