Years of Experience
5-20+ Years
San Jose, CA
35 Years Experience
1 Disclosures
ADVISOR BIO
Robert Drier is a financial advisor who has been in the industry since November 14, 1990. Robert is currently registered with Cetera Investment Advisers LLC and has offices in Campbell and San Jose, California. Robert is a Registered Representative and Investment Advisor Representative in California and Texas. Robert is also registered in Arizona, California, Colorado, Georgia, Idaho, Indiana, Louisiana, Maine, Ohio, Oregon, Texas, Washington and Wisconsin. Prior to Cetera, Robert worked with Berthel, Fisher & Company Financial Services, Inc. in Campbell, California, ING Financial Partners, Inc. in San Jose, California, VALIC Financial Advisors, Inc. in Houston, Texas, The Variable Annuity Marketing Company in Houston, Texas, EquiCo Securities, Inc. in New York, New York and The Equitable Life Assurance Society of the United States in New York, New York.
SPECIALIZATIONS
MISSION VIEJO, CA
31 Years Experience
2 Disclosures
ADVISOR BIO
Robert Emerson Friedman is a financial advisor with over 25 years of experience. Robert currently works at Wedbush Securities Inc., a firm with over $5 billion in assets under management. Robert is a registered representative in Arizona, California, Colorado, and Nevada. He is also a registered investment advisor representative in California. He offers financial planning, portfolio management, and pension consulting services to individual and corporate clients.
SPECIALIZATIONS
SAN DIEGO, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Robert Farwell is a financial advisor at Edward Jones. Robert has been in the financial services industry since May 2020. Robert holds Series 66, Series 7TO and SIE licenses and is registered with FINRA, as well as in 17 states and 2 provinces as an investment advisor representative. Robert is also a Certified Financial Planner.
SPECIALIZATIONS
NEWPORT BEACH, CA
38 Years Experience
2 Disclosures
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.
SPECIALIZATIONS
Westlake Village, CA
22 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
LA JOLLA, CA
51 Years Experience
0 Disclosures
ADVISOR BIO
Robert Demmler is a financial professional with over 45 years of experience in the industry. Robert is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since June 1974. He holds Series 7, Series 63, Series 65 and SIE licenses. Robert has been registered in 39 states and is an Investment Advisor Representative in California and Texas. His experience includes providing portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
LOS OSOS, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Robert J. Brown is a financial advisor with J.P. Morgan Securities LLC. Robert has been in the industry since April 2019. Robert holds the Series 63, Series 6TO and SIE licenses. Robert is registered with the state of California. Robert J. Brown is located at 1045 Los Osos Valley Road, in Los Osos, CA.
SPECIALIZATIONS
ORANGE, CA
2 Years Experience
2 Disclosures
ADVISOR BIO
Robert Steven Householder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 5 years of experience in the financial services industry. Robert Steven Householder holds Series 66, 7TO, and SIE licenses. Robert Steven Householder is registered in California and Texas.
SPECIALIZATIONS
Los Angeles, CA
44 Years Experience
1 Disclosures
ADVISOR BIO
Robert Hill is a financial advisor at Morgan Stanley. Robert has been in the financial services industry since December 29, 1980, and has worked at both UBS Financial Services Inc. and Kemper Securities Group, Inc. prior to joining Morgan Stanley. Robert holds a Series 63, Series 7, and SIE licenses, as well as registrations in multiple states.
SPECIALIZATIONS
SANTA BARBARA, CA
1 Disclosures
ADVISOR BIO
Robert Seidel is a financial advisor who has been in the industry for over 15 years. He is registered with the state of South Carolina and Texas as an Investment Advisor Representative. Robert Seidel currently works for World Investment Advisors, LLC, where he specializes in financial planning, pension consulting, and portfolio management. His clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Robert Seidel has a strong track record of success in helping his clients achieve their financial goals.
SPECIALIZATIONS
