ADVISOR BIO

Robert Joseph Leirmoe is an investment advisor representative with Bolton Securities Corp., based in La Jolla, CA. Robert has been in the industry since 1998 and has a broad range of experience in financial services. Robert holds the Series 6, 7, 63 and 65 securities licenses. Robert's specializations include financial planning, portfolio management for businesses, and portfolio management for individuals. Prior to joining Bolton Securities Corp., Robert worked at various firms including First Fund Distributors, Inc. and Worldwide Value Distributors, LLC. Robert is a dedicated financial advisor with a strong commitment to providing personalized service to his clients.

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ADVISOR BIO

Robert Carver is a financial advisor who has been in the industry since December 2007. Robert is registered as a broker-dealer and an investment advisor representative in the state of California. Robert Carver has a Series 7, Series 66 and SIE licenses and has passed the Uniform Combined State Law Examination. Robert works for UBS Financial Services Inc. and is based in Irvine, California. Robert Carver is currently licensed in 21 states.

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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 Chacon is a financial advisor with over 15 years of experience in the industry. He has been registered with Western International Securities, Inc. since 2008 and is currently licensed in California and Oregon. Robert has held previous positions with Financial West Group, WM Financial Services, Inc., VALIC Financial Advisors, Inc., and Morgan Stanley DW Inc. His areas of specialization include financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Robert Michael Clark is a financial advisor with MML Investors Services, LLC, a firm with offices in Roseville, CA and Granite Bay, CA. Robert Michael Clark has been in the industry since August 7, 2007 and holds Series 6, 7, 24, 63, and 65 licenses. Robert Michael Clark provides asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Robert Park is a financial advisor with J.P. Morgan Securities LLC, based in El Segundo, California. Robert Park has been active in the industry since December 2010. Robert Park has been registered with the firm for 13 years. Robert Park has a Series 7, 63 and 66 licenses. Robert Park also holds the SIE exam credential.

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ADVISOR BIO

Robert Earl Coe is a financial advisor at Wells Fargo Clearing Services, LLC. Robert has over 15 years of experience in the financial industry, having previously worked at Morgan Stanley. Robert has a Series 7, Series 31, Series 66, and SIE licenses. Robert is registered with the state of California and Texas. Robert offers financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

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ADVISOR BIO

Robert Rotstan has been in the financial services industry since 1976 and is currently a registered representative of Wells Fargo Advisors Financial Network, LLC. Robert has experience working with clients in various capacities, including as an investment advisor and a broker-dealer. Robert has a strong understanding of the investment market and is committed to providing clients with personalized advice.

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ADVISOR BIO

Robert Laurence Brown is a financial advisor registered with Morgan Stanley. He is licensed to provide investment advice in multiple states, including California and Texas. Robert has been working in the securities industry since 1983. Prior to working at Morgan Stanley, Robert worked at METLIFE SECURITIES INC., SECURIAN FINANCIAL SERVICES, INC., PRUCO SECURITIES CORPORATION, SWS FINANCIAL SERVICES, CITY NATIONAL SECURITIES, INC., ASCEND FINANCIAL SERVICES, INC., UBOC INVESTMENT SERVICES, INC., WASHINGTON SQUARE SECURITIES, INC., THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY, MIMLIC SALES CORPORATION, CONSOLIDATED RESOURCES, INC., and FDI SECURITIES, INC.

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ADVISOR BIO

Robert Weiss is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with LPL Financial LLC in Signal Hill, California. Robert has previously held positions at UBS PaineWebber Inc., WM Financial Services, Inc., Great Western Financial Securities Corporation, FIMCO Securities Group, Inc., Northern Capital Securities Corporation, PaineWebber Incorporated, and Baraban Securities, Inc. Robert's areas of expertise include financial planning, portfolio management, and investment advisory services. Robert provides services to individuals, corporations, and other business entities.

SPECIALIZATIONS