Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whaley Diehl is a financial advisor with over 25 years of experience in the industry. Robert is a Certified Financial Planner and is registered with LPL Financial LLC, a broker-dealer and investment advisor. Robert is also a co-owner of two insurance agencies, First Sierra Insurance and Kuhtz Diehl Insurance & Financial Services. Robert provides financial planning and investment management services to individuals, families, businesses, and charitable organizations. Robert is committed to helping clients 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
06/15/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/20/1998 - 06/16/2023
CETERA ADVISOR NETWORKS LLC (FRESNO CA)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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