ADVISOR BIO

Robert Altamirano is a financial advisor with J.P. Morgan Securities LLC in Visalia, California. Robert has been in the industry for over 5 years. Robert has a Series 6, Series 63 and SIE license and is registered in California. Robert specializes in providing financial planning, portfolio management, and selection of other advisors.

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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 Mednick is a financial advisor with Wells Fargo Clearing Services, LLC in SANTA MONICA, CA. Robert Mednick has been in the financial services industry since 2003. Robert Mednick is registered with FINRA and the state of California. Robert Mednick also holds the Series 66, Series 7 and SIE licenses. Robert Mednick has experience working at WELLS FARGO INVESTMENTS, LLC and Wells Fargo Bank, N.A. Robert Mednick specializes in investment consulting services to institutional clients.

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ADVISOR BIO

Robert Lockhart is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Napa, California. Robert has over 15 years of experience in the financial industry. Robert is registered with the state of California and Texas. Robert is a Series 66, Series 7 and SIE licensed financial advisor. Robert's previous experience includes working at EDWARD JONES.

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ADVISOR BIO

Robert Schultz is a financial advisor with over 30 years of experience in the financial services industry. Robert has worked for several well-known firms, including Lehman Brothers Inc, E.F. Hutton & Company Inc, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, UBS Financial Services Inc and Wells Fargo Clearing Services, LLC. Robert is currently registered with RBC Capital Markets, LLC and has a Series 3, 7, 63, 65 and SIE license. Robert has experience providing financial planning services, portfolio management for individuals and businesses and pension consulting. Robert has worked with a diverse group of clients, including insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

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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 Trujillo is a financial advisor with Burnham Gibson Wealth Advisors, LLC, a firm based in Tampa, Florida. Robert has been in the financial industry since 2012 and holds the Series 6, 7, 24, 63, and 65 licenses. Robert has worked with a number of firms over the years, including J.P. Morgan Securities LLC and LPL Financial LLC. Robert is a registered investment advisor in the state of California. Robert is also registered as a representative in the state of California.

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ADVISOR BIO

Robert John Francello is a financial advisor at Wedbush Securities Inc. Robert has been in the financial industry since October 1, 2019 and is registered in 7 states. Robert holds the Series 7, 63, and 57TO licenses and is a specialist in 6 areas. Wedbush Securities Inc. manages approximately $1 billion to $10 billion in client assets.

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ADVISOR BIO

Robert Mourad is a financial advisor with over 25 years of experience in the financial services industry. Robert is a Certified Financial Planner™ professional and holds Series 3, 7, 9, 10, 63, and 65 licenses. Robert is currently registered with Galliott Capital Advisors, LLC, which is a Registered Investment Advisor with the SEC. Previously Robert worked with UBS Financial Services Inc. and Insigneo Securities, LLC. Robert specializes in working with high-net-worth individuals, families, and businesses. Robert provides a range of financial services, including financial planning, portfolio management, and institutional consulting.

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ADVISOR BIO

Robert Sackler is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Robert has been working in the financial services industry since 1999 and has experience with a variety of financial products and services. Robert is registered with FINRA and the state of California. Robert's areas of expertise include financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

SPECIALIZATIONS