Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne Davis is an Investment Advisor Representative with Castle Rock Wealth Management, LLC, with over 26 years of experience in the financial industry. He specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Robert is registered with the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
Castle Rock Wealth Management, LLC (WALNUT CREEK CA)
CA
05/22/1998 - 10/02/2006
BAYSIDE FINANCIAL, LLC (WALNUT CREEK CA)
NV
04/30/1992 - 04/14/1998
FINANCIAL WEST GROUP (RENO NV)
CA
04/29/1986 - 03/26/1992
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 02/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Davis is the right advisor for you? Invested Better is here to help.
