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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Castillo is a financial advisor at Gerber Kawasaki Wealth & Investment Management, a firm headquartered in Santa Monica, California. Robert holds a Series 6, Series 7, Series 63, and Series 65 licenses. He is a Certified Financial Planner and has been in the financial industry since 2009. Robert has previous experience at LPL Financial LLC and Sagepoint Financial, Inc. Robert provides financial planning, portfolio management for individuals, businesses, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
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2
CA
09/19/2011 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/22/2012 - 07/28/2021
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
08/14/2009 - 10/24/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
IA
Issued 07/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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