Marshall Weintraub is a CFP-designated registered investment advisor, based in Folsom, CA, with 13 years of industry experience.
Location
Folsom, CA
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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
Marshall is an independent insurance agent for various insurance companies through Finity Group LLC, spending a few hours per week on this activity. He is also a co-author of 'Financial Planning Basics for Doctors' and an advisory representative of a RIA, CIRA, dedicating full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations45 states
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