ADVISOR BIO

Robert Vincent Duffield is a financial advisor at Edward Jones. Robert has been in the financial services industry since 2008. He holds a Series 7, Series 66 and SIE. Robert is registered with the state of California and 13 other states. He specializes in financial planning, portfolio management, and pension consulting. Robert has experience working with individuals, businesses, charitable organizations, and retirement plans.

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ADVISOR BIO

Robert Meyer is a financial advisor with Stratos Wealth Partners, Ltd. Robert has been in the industry for over 20 years and has a strong background in providing financial advice to individuals, families, and businesses. Robert is registered with the state of California, Louisiana, and Texas. Robert holds the Series 7, Series 31, Series 63 and Series 65 licenses. In addition to his experience as a financial advisor, Robert has also worked as an insurance agent.

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ADVISOR BIO

Robert Greene is a financial advisor with LPL Financial LLC. Robert has been in the financial services industry for over 30 years. He is licensed to provide investment advice in California, Ohio and Utah. Robert Greene has a series 7, 63, and 65 licenses and has earned the Certified Financial Planner designation. Robert has experience with a wide range of clients, including individuals, families, businesses, and charitable organizations. He specializes in financial planning, portfolio management, and retirement planning. Robert has held previous positions at Associated Securities Corp., M Holdings Securities, Inc., Raymond James Financial Services, Inc., WM Financial Services, Inc., Griffin Financial Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Robert Revet is a financial professional with over 12 years of experience in the industry. Robert is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC. Robert has previously been registered with Morgan Stanley and Citigroup Global Markets Inc. Robert specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Robert has a strong track record of success in the financial services industry.

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ADVISOR BIO

Robert Anthony Marckel is a financial professional with over 20 years of experience in the industry. Robert is currently a registered representative with Raymond James & Associates, Inc. located in El Segundo, CA. Robert has a Series 7, Series 63, and Series 99TO license. Prior to working with Raymond James & Associates, Inc., Robert worked with KEYBANC CAPITAL MARKETS INC. for 10 years.

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ADVISOR BIO

Robert Yeh is a financial advisor registered with Wells Fargo Clearing Services, LLC. Robert has been in the financial services industry since 2006. Prior to joining Wells Fargo Clearing Services, LLC, Robert was employed by WELLS FARGO INVESTMENTS, LLC and AMERIPRISE FINANCIAL SERVICES, INC.. Robert is licensed to provide financial advice in California. Robert has passed the Series 7, Series 66 and SIE exams. Robert is also registered as an Investment Advisor Representative (IAR) with Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Robert Binkowski is a financial advisor with Ameriprise Financial Services, LLC based in Carlsbad, California. Robert has been in the industry since 2009. Robert has been registered with Ameriprise Financial Services, LLC since December 2023. Robert is also registered with the state of Texas as an Investment Advisor Representative. Before joining Ameriprise Financial Services, LLC, Robert was a financial advisor with AXXCESS WEALTH MANAGEMENT LLC and ARETE WEALTH MANAGEMENT LLC. Robert holds Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Robert McLaughlin is an active Registered Representative and Investment Advisor Representative with over 11 years of experience in the financial services industry. Robert McLaughlin is currently registered with LPL Financial LLC in Roseville, CA. Robert McLaughlin was previously registered with Waddell & Reed in Roseville, CA. Robert McLaughlin holds licenses in 10 states. Robert McLaughlin has passed the Series 7, Series 66, and SIE exams.

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ADVISOR BIO

Robert Andrew Reckinger is a financial advisor with Morgan Stanley in Newport Beach, California. Robert has over 36 years of experience in the financial services industry. He has a wide range of experience, having previously worked at UBS Financial Services Inc. and Merrill Lynch. Robert is licensed to sell securities in 22 states and holds Series 3, 6, 7, and 63 licenses. Robert specializes in working with a variety of clients, including high-net-worth individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.

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ADVISOR BIO

Robert Duffy Tracy is a financial advisor registered with LPL Financial LLC and has been in the industry since July 17, 2007. Robert Duffy Tracy has offices in Foster City and San Carlos, California. Robert Duffy Tracy is a CERTIFIED FINANCIAL PLANNER™ professional. Robert Duffy Tracy holds Series 66, 7 and SIE licenses. Robert Duffy Tracy has also worked with MSI Financial Services, Inc., MML Investors Services, LLC, New England Securities and Lincoln Financial Securities Corporation.

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