Robert Kalter (CRD# 1559796) is an Investment Advisor Representative working at Tres Wealth Management Group, LLC in Chino, CA and has over 24 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
Company Name | Location | Dates | Years |
---|---|---|---|
Tres Wealth Management Company LLC | Chino, CA | Dec 2016 - Current | 7 |
Kalter Insurance Services | Diamond Bar, CA | May 2001 - Current | 23 |
Kalter Company | Diamond Bar, CA | Oct 1985 - Current | 38 |
R. Eric Kalter Cpa | Rancho Cucamonga, CA | Oct 1985 - Current | 38 |
Tres Wealth Management Group LLC | Chino, CA | Dec 2014 - Dec 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1999 |
S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- NV
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Total Assets Under Management48MILLIONS
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Total Number of Accounts169ACCOUNTS
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Average Account Value$285,207
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NV
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