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Earl Martin sawit Valencia

Investment adviser representative at Transamerica Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
$2.1BFirm assets
35 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Transamerica Financial Advisors, LLCFeb 2026 to now
  2. WfgiaJan 2026 to now
  3. MicrosoftApr 2024 to now
  4. Plentina Financial Inc.Mar 2023 to Apr 2024
  5. PlentinaNov 2019 to Apr 2024
  6. Charles SchwabJul 2018 to Nov 2019
  7. Dell TechnologiesNov 2016 to Jul 2018
  8. Bridgewater AssociatesNov 2015 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (CA, WA).

Transamerica Financial Advisors, LLC

$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6997139
Firm CRD
16164
Advisor's SEC record (opens in a new tab)
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