Albert Martinez
Financial advisor at Transamerica Financial Advisors, LLC · Orange, CA
Last updated 2026-10-10
Claim your profileAlbert Martinez is a financial advisor at Transamerica Financial Advisors, LLC in Orange, CA, CRD 4707078. Licenses and exams on the registration: Series 66. First registered 2004-06-07.
Registration
- CRD number
- 4707078
- Registration status
- Active
- First registered
- 2004-06-07
- Years of experience
- 22
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 2011-02 to Present · Wfgia · Orange, CA
- 2011-08 to 2020-10 · Anthem Blue Cross · Oxnard, CA
- 2012-01 to Present · Transamerica Financial Advisors, LLC · Orange, CA
- 2013-05 to Present · Tower Systems, Inc. · Tustin, CA
- 2014-11 to Present · Nessie Media Group · Tustin, CA
- 2018-02 to 2020-10 · Health Insurance Services · Costa Mesa, CA
- 2018-05 to Present · Enlace Digital Media · Tustin, CA
Current employment
- Transamerica Financial Advisors, LLC · Philadelphia, PA
Transamerica Financial Advisors, LLC
- Regulatory AUM
- $2,106,655,325
- Registered advisors
- 1,097
- Offices
- 290
- Clients per advisor
- 39.0 (Low)
- Average AUM per client
- $49.3K (Low)
- High-net-worth client ratio
- 2.9% (Low)
Transamerica Financial Advisors, LLC: advisors, services and reported ETF investments
Reported ETF positions
Transamerica Financial reports 357 ETF positions worth $586.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VV — Vanguard Morningstar Large-Cap ETF | $66.8M |
| BND — Vanguard Total Bond Market ETF | $26.6M |
| VEA — Vanguard FTSE Developed Markets ETF | $23.4M |
| VO — Vanguard Morningstar Mid-Cap ETF | $20.3M |
| SCHX — Schwab U.S. Large-Cap ETF | $18.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Transamerica Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $2.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $2.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $3.9M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $664.5K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Transamerica Financial Advisors, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or GP of Pooled Investment Vehicl
Location
1835 W. Orangewood Ave., Orange, CA 92868
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 770-248-3271
- Website: tfaconnect.com
Official record
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