ADVISOR BIO

Robert Sung-bum Lee is an investment advisor representative at Blueprint Investing LLC. Robert has been with Blueprint Investing LLC since October 2009. Robert has over 20 years of experience in the financial services industry. Robert holds the Series 7, 63, and 65 licenses. Robert's specializations include portfolio management for individuals, selection of other advisors, and financial planning.

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ADVISOR BIO

Robert Hall is a financial advisor with over 20 years of experience in the industry. Robert works with Brookstone Wealth Advisors, LLC and is currently registered with the state of California, South Carolina, and Texas. Robert specializes in financial planning, retirement planning, and investment management. Robert provides educational seminars to clients and offers investment advisory services through Hall Financial Group.

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ADVISOR BIO

Robert Blauer is an investment advisor representative with MML Investors Services, LLC. Robert is also licensed to provide investment advice in Texas, Arizona, California, Georgia, Nevada, Michigan and New York. He also owns and operates Blauer Financial Inc., a company that provides insurance and financial services. Robert has been working in the financial industry since December 2009. He holds a Series 66, SIE and Series 7 licenses and has been registered with the Securities and Exchange Commission (SEC) since November 2014. Robert specializes in providing financial planning services, portfolio management, and asset allocation programs to individuals and businesses.

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ADVISOR BIO

Robert Chung is a financial advisor currently registered with Morgan Stanley. Robert has been in the industry for over 16 years. Robert has a strong background in investments, working with a range of clients including individuals, high-net-worth individuals, businesses, insurance companies, charitable organizations, and investment companies. Robert has held previous positions with Morgan Stanley & Co. Incorporated and Morgan Stanley Smith Barney. Robert holds a Series 7, 66, 63, 31 and SIE license, and is registered in several states including California, Texas, Arizona, Delaware, Florida, Massachusetts, Missouri, Nevada, New York, Oregon, Pennsylvania, and Washington. Robert is also the Managing Principal of TNT Capital Management LLC, a personal investment holding company, and La Puente Houses LLC and Chino Central Shopping Plaza LLC, both real estate holding companies.

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ADVISOR BIO

Robert Pierce Allen is a financial advisor with UBS Financial Services Inc. Allen has been in the financial industry since November 1994. Allen is registered with the state of California as a broker and an investment advisor. Allen is also registered with the state of Texas as a broker and an investment advisor. UBS Financial Services Inc. is a large financial services firm that provides a wide range of financial products and services to individuals, businesses, and institutions. The firm is headquartered in Weehawken, New Jersey and has offices throughout the United States.

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ADVISOR BIO

Robert Erling is an investment advisor representative with Ameriprise Financial Services, LLC. Robert has been in the financial services industry since August 13, 1995. Robert is registered to provide investment advice in several states, including California, Kentucky, and Texas. Robert holds the Series 63, 65, 7, 9, 10, and 24 licenses. Robert has a background in providing asset allocation services, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Robert Seawright is a financial advisor with over 20 years of experience in the industry. Robert has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. Robert is currently registered with Madison Avenue Securities, LLC. Robert specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors. Robert has a wide range of experience and is committed to providing his clients with personalized service and investment advice.

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ADVISOR BIO

Robert D. Cano is a financial advisor with LPL Financial LLC, located in Orange, CA. Robert has been working in the financial industry since 2009. Robert has been registered with the state of California since 2013.

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ADVISOR BIO

Robert Ratcliffe Heinze is a financial advisor with over 27 years of experience in the industry. Robert Heinze is currently registered with Stifel, Nicolaus & Company, Inc. in California and Texas. Robert Heinze previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Robert Heinze holds Series 7, 9, 10, 31, and SIE licenses. Robert Heinze is a Certified Financial Planner.

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ADVISOR BIO

Robert Alan Martz is a financial advisor with over 13 years of experience in the financial services industry. Robert currently works at Morgan Stanley, a large financial services firm. Prior to joining Morgan Stanley, Robert worked for Equitable Advisors, LLC and Westhoff, Cone & Holmstedt. Robert holds a variety of licenses and certifications, including the Series 7, 63, 66, 50 and 52 exams. Robert specializes in providing investment advice, financial planning, and portfolio management services to a variety of clients, including individuals, families, and businesses.

SPECIALIZATIONS