Robert Cressey (CRD# 1618034) is an Investment Advisor Representative working at Planpilot in Trabuco Canyon, CA and has over 37 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Planpilot | Trabuco Canyon, CA | Jul 2023 - Current | < 1 |
Well And Good LLC | Trabuco Canyon, CA | Jun 2012 - Jun 2023 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1986 |
S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- TX
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Total Assets Under Management3,024MILLIONS
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Total Number of Accounts18ACCOUNTS
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Average Account Value$168,000,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Other
CA, CO, FL, IA, IL, IN, KY, MA, MI, MN, NJ, NY, OH, PA, TX, WA, WI
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