ADVISOR BIO

Robert Duncan is a financial advisor with over 30 years of experience in the industry. Robert currently works with Wells Fargo Advisors Financial Network, LLC, where Robert is registered as a Registered Representative and Investment Advisor Representative in California and Texas. Robert has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Prudential Securities Incorporated. Robert has a wide range of experience working with individual clients, businesses, and institutional clients. Robert is a Certified Financial Planner™ and offers a variety of financial services including financial planning, portfolio management, and investment consulting.

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ADVISOR BIO

Robert Castillo is a financial advisor at Gerber Kawasaki Wealth & Investment Management, a firm headquartered in Santa Monica, California. Robert holds a Series 6, Series 7, Series 63, and Series 65 licenses. He is a Certified Financial Planner and has been in the financial industry since 2009. Robert has previous experience at LPL Financial LLC and Sagepoint Financial, Inc. Robert provides financial planning, portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Robert Kirkland is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with LPL Financial LLC. Previously, Robert was registered with VALIC Financial Advisors, Inc. and Wells Fargo Advisors, LLC. Robert is licensed to provide securities and investment advisory services in multiple states.

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ADVISOR BIO

Robert Jarvis is an investment advisor representative with Morgan Stanley, licensed in California, Texas, and 19 other states. Robert is also an Investment Advisor Representative with Morgan Stanley Smith Barney LLC, licensed in California. Robert's career in the financial services industry began in December 1986. Robert provides financial planning, portfolio management, and other advisory services. Robert has over 35 years of experience in the financial services industry.

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ADVISOR BIO

Robert Clark is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert is registered with the state of California, where Robert is licensed. Robert is also registered in Arizona, Colorado, Connecticut, Florida, Idaho, Maryland, Missouri, Montana, Nevada, New York, Ohio, Pennsylvania, Texas, Washington, and Wisconsin, and has a total of 18 active registrations. Robert has been in the financial industry for 17 years. Robert has passed the Securities Industry Essentials Examination, the General Securities Representative Examination and the Uniform Combined State Law Examination.

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ADVISOR BIO

Robert Edward Recchia is a financial professional with over 30 years of experience in the financial services industry. Robert has held various roles at prominent firms, including LPL Financial, Equico Securities, and Pensionmark Securities. Robert currently holds a Registered Representative (Series 7, Series 63, and Series 24) licenses and is an Investment Advisor Representative for World Investment Advisors, LLC. Robert specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Robert's primary focus is on helping clients reach their financial goals by providing personalized advice and customized investment strategies.

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ADVISOR BIO

Robert Newton Scott is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Walnut Creek, California. Robert has been in the securities industry since April 1969. Robert has passed the Series 7TO, SIE, PC, and Series 1 exams. Robert is also registered to provide investment advice in California and Texas.

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ADVISOR BIO

Robert Estepanian is a financial advisor who has been active in the industry since April 2010. He is currently registered with J.P. Morgan Securities LLC in California and Texas. Robert has a variety of licenses and certifications, including the Series 6, 7, 63 and 66. He has worked with a variety of clients including individuals, corporations, businesses, and institutions. He is also a licensed Real Estate Investor with a background in banking.

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ADVISOR BIO

Robert Farber has been in the financial services industry since February 1973. Robert is currently registered as a Registered Representative and Investment Advisor Representative with Equitable Advisors, LLC in West Hills, CA. Robert has been with Equitable Advisors, LLC since April 2000. Robert has a Series 65, Series 7TO, and Series 1 license. Robert previously worked with THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES in New York, NY.

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ADVISOR BIO

Robert Gillard is a financial advisor with over 20 years of experience in the industry. Robert currently works with LPL Financial LLC and California Financial Partners, Inc.. Robert provides financial planning and consulting services through California Financial Partners, Inc., an independent investment advisor firm. Robert is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Robert has a strong track record of helping clients reach their financial goals.

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