Martin
Svanda
Western International Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Martin Svanda is a chartered financial analyst working in Crystal Bay, Nevada with 15 years of industry experience. Svanda is an advisor for Western International Securities, Inc. They have been employed by Western International Securities, Inc for the entirety of their career. Svanda maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Western International Securities, Inc is a registered investment business that has its headquarters in Pasadena, CA. The investment advisory business has offices in 119 locations and a total of 424 people on staff. It administers $4 billion in assets under management across its 12,253 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 28 charities and foundations. Of its 12,253 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management vary depending on the type of financial services provided. Fees charged by Western International Securities, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Western International Securities, Inc Brokerage Details
$3,479,601,807
424
12,253
$283,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Martin Svanda Work History
Martin has been registered as a financial advisor for 15 years.*
Western International Securities, 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 Martin Svanda 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 Western International Securities
Westlake Village, CA
Pasadena, CA
Crystal Bay, NV
Pasadena, CA
Pasadena, CA
Pasadena, CA
Northridge, CA
Woodland Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
