Wayne
Best
Marin Wealth Advisors LLC
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About this Advisor
Wayne Best is a certified financial planner based in Bellingham, Washington who has 1 year of industry experience. Best is currently employed by Marin Wealth Advisors LLC. During their career, Best has held roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Lasalle St. Securities, L.L.C, Lasalle St. Investment Advisors, L.L.C and Marin Wealth Advisors, LLC. Best has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California and Washington. Marin Wealth Advisors LLC is a financial advisory business that has its headquarters in San Rafael, CA. It controls $259 million in total assets between its 845 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 845 client accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets. Marin Wealth Advisors LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically vary depending on the financial services. However, fees billed by Marin Wealth Advisors LLC likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marin Wealth Advisors LLC Brokerage Details
$258,564,085
6
845
$305,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Wayne Best Work History
Wayne has been registered as a financial advisor for 1 years.*
Lasalle St. Securities, L.L.C
Lasalle St. Investment Advisors, L.L.C
Marin Wealth Advisors, LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wayne Best 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 Marin Wealth Advisors LLC
San Rafael, CA
San Rafael, CA
Bellingham, WA
San Rafael, CA
San Rafael, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
