Arturo
Tabuenca
Blue Marble Investments
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About this Advisor
Arturo Tabuenca is a financial advisor based in San Luis Obispo, California, working with Blue Marble Investments. Arturo has previously held positions at Blue Marble Investments, LLC, Sorrento Pacific Financial, LLC, Purshe Kaplan Sterling Investments, and Blue Marble Investments. Arturo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Arturo is part of Blue Marble Investments, which operates out of San Luis Obispo, California. The firm has 3 employees and manages assets totaling $146.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Blue Marble Investments includes asset-based fees.
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Blue Marble Investments Brokerage Details
$146,222,129
3
241
$606,731
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Arturo Tabuenca Work History
Purshe Kaplan Sterling Investments
Blue Marble Investments, LLC
Blue Marble Investments, LLC
Blue Marble Investments
Sorrento Pacific Financial, LLC
Disclosures
Please visit the SEC profile of Arturo Tabuenca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blue Marble Investments
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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