Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lucente is a financial advisor with Pure Financial Advisors, LLC. Robert has over 17 years of experience in the financial services industry. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST. Robert's specializations include retirement planning, estate planning, college savings, and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
03/18/2024 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
06/05/2006 - 01/29/2007
WELLS FARGO INVESTMENTS, LLC (LA JOLLA CA)
BOTH
Issued 06/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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