Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Rascon is a registered investment advisor representative with Weatherly Asset Management in DEL MAR, California. Martin has been in the industry for over 2 years. Martin has passed the Uniform Investment Adviser Law Examination. Martin's firm specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Their clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage over $1.2 billion in assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
CA
10/11/2022 - Present
Weatherly Asset Management (DEL MAR CA)
IA
Issued 01/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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