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Robert D. Chatterton

Chatterton & Associates

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About Robert D. Chatterton

Robert D. Chatterton has been a financial professional since 1995 and is the President of Chatterton & Associates. Robert has a diverse background with experience in various financial services firms and a wide range of certifications, including Certified Financial Planner and Chartered Financial Consultant. Robert specializes in providing financial planning, investment management, and educational seminars. Chatterton & Associates offers a variety of investment advisory services to individuals and high-net-worth clients.

Firm Information

Robert Chatterton is currently registered with Chatterton & Associates. Chatterton & Associates is a Registered Investment Advisor based in Anaheim, CA. They specialize in providing financial planning, educational seminars, and portfolio management for individuals and high-net-worth individuals. The firm also publishes periodicals and helps select other advisors. Chatterton & Associates manages over $1 billion in assets for approximately 2,750 clients.
Chatterton & Associates

3061 E. LA PALMA AVE.

ANAHEIM, CA 92806

$1.05B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Chatterton’s Registration & Firm History

CA

02/03/2025 - Present

Chatterton & Associates (ANAHEIM CA)

CA

08/19/1996 - 10/02/1996

GLENFED BROKERAGE SERVICES (GLENDALE CA)

WI

01/17/1995 - 08/26/1996

INVEST FINANCIAL CORPORATION (APPLETON WI)

CA

01/03/1995 - 01/17/1995

BARABAN SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 12/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert D. Chatterton.
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