Years of Experience
5-20+ Years
Sausalito, CA
0 Disclosures
ADVISOR BIO
Robert Driscoll is a financial advisor who specializes in financial planning, pension consulting, and selection of other advisors. Robert is registered with the state of California as an investment advisor representative (IAR) and has over 8 years of experience in the industry. He is currently employed by Miracle Mile Advisors, LLC and has previously worked at Infinity Financial Services and John Hancock Distributors LLC. Robert has a Series 65, 63 and 7, as well as a SIE license. Robert holds a Bachelor of Arts degree in Economics from the University of California, Berkeley. Robert is dedicated to providing personalized financial advice to help clients reach their financial goals.
SPECIALIZATIONS
Richmond, CA
47 Years Experience
0 Disclosures
ADVISOR BIO
Robert Emmer is a financial advisor with Raymond James Financial Services Advisors, Inc. Robert has been in the financial services industry since 1978 and has experience working with individuals, families, and businesses. Robert holds the Certified Financial Planner designation and has a variety of experience helping clients with retirement planning, investment management, and estate planning.
SPECIALIZATIONS
SAN DIEGO, CA
0 Disclosures
ADVISOR BIO
Robert Nowak is a financial advisor with Pure Financial Advisors, LLC, based in San Diego, California. Robert holds the Chartered Financial Analyst (CFA) designation, and has experience in the financial industry since 2015. Robert's clients include high net worth individuals, charitable organizations, and pension and profit-sharing plans. Pure Financial Advisors, LLC provides financial planning, pension consulting, and portfolio management services to individuals and businesses.
SPECIALIZATIONS
WALNUT CREEK, CA
34 Years Experience
1 Disclosures
ADVISOR BIO
Robert Johnson is a financial advisor with over 30 years of experience in the financial services industry. Robert has been with Osaic Wealth, Inc. since 2024. Prior to joining Osaic Wealth, Inc., Robert worked at Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert provides financial planning, portfolio management, and other financial services to individuals, businesses, and institutions. Robert is a registered representative and investment advisor representative with Securities America, Inc. and Osaic Wealth, Inc.
SPECIALIZATIONS
Los Altos, CA
0 Disclosures
ADVISOR BIO
Robert Sullivan is a financial advisor with Cerity Partners LLC. Robert has been in the financial services industry for over 40 years. He is a Certified Financial Planner™ professional. Robert's primary focus is on providing comprehensive financial planning and investment management services to individuals, families, and charitable organizations. Robert has experience working with a wide range of clients, including high-net-worth individuals, families, and institutions. Robert is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals. He is a strong advocate for his clients, and he is dedicated to helping them achieve their financial objectives.
SPECIALIZATIONS
NEWPORT BEACH, CA
21 Years Experience
0 Disclosures
ADVISOR BIO
Robert Michael Tomlinson is an investment advisor representative with Stifel, Nicolaus & Company, Inc. located in Newport Beach, CA. Robert has been in the financial services industry since 2004. He has a wide range of experience in financial planning, portfolio management, and investment advisory services. Robert is committed to providing his clients with the highest level of personalized service and expertise. He is a registered representative in 23 states and has been with Stifel, Nicolaus & Company, Inc. since 2016. Robert has a Series 66, Series 7, and Series 31 licenses, and previously worked at Wells Fargo Advisors, LLC, UBS Financial Services Inc. and Morgan Stanley DW Inc.
SPECIALIZATIONS
CARLSBAD, CA
46 Years Experience
2 Disclosures
ADVISOR BIO
Robert William Kuech is a financial advisor with over 40 years of experience in the industry. Robert is currently registered with Stifel, Nicolaus & Company, Inc. Robert has been associated with Stifel, Nicolaus & Company, Inc. since 2008. Robert also has previous registrations with Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., Paine Webber Incorporated and Paine, Webber, Jackson & Curtis Incorporated. Robert holds a Series 63, 65, 7, 8, 9, 10 and SIE licenses and is registered in 22 states. Robert has a broad range of experience and expertise in financial planning, portfolio management, and investment advisory services.
SPECIALIZATIONS
Laguna Niguel, CA
42 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
LAGUNA WOODS, CA
40 Years Experience
0 Disclosures
ADVISOR BIO
Roberta Keating Welsh is an investment advisor representative with LPL Financial LLC. Roberta has been in the financial services industry since January 1985. She has a broad range of experience in the industry having worked for several firms including PURSHE KAPLAN STERLING INVESTMENTS and COMPREHENSIVE FINANCIAL SERVICES, INC. Roberta is registered with the state of California and several other states.
SPECIALIZATIONS
Arcadia, CA
36 Years Experience
0 Disclosures
ADVISOR BIO
Roberta Bautista Armijo is a financial advisor with Ameriprise Financial Services, LLC. Roberta has been in the financial industry since October 24, 1989. Roberta Bautista Armijo is registered with the state of California. Roberta holds the Series 7, Series 63 and SIE licenses. Roberta also holds licenses in other states including Texas, Arizona, Colorado, Georgia, Idaho, Iowa, Nevada, North Dakota, Oregon, Tennessee, Washington and West Virginia.
SPECIALIZATIONS