Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Brennan has been in the financial services industry since August 20, 1986. Robert currently works as a registered representative of Allworth Financial, LP, and holds securities licenses through the state of California. Robert previously worked at LPL Financial LLC and Cetera Advisor Networks LLC. Robert has extensive experience in the financial services industry, including experience with securities, investment advisory services, and financial planning. Robert has a strong commitment to providing clients with comprehensive financial planning services and is dedicated to helping individuals and families achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CA
02/02/2024 - Present
Allworth Financial, LP (Redding CA)
CA
09/06/2018 - 02/12/2024
LPL FINANCIAL LLC (REDDING CA)
CA
04/14/1988 - 10/01/2018
CETERA ADVISOR NETWORKS LLC (REDDING CA)
NA
08/21/1986 - 04/21/1988
FIRST AFFILIATED SECURITIES, INC.
BC
Issued 05/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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