Robert Chatterton, financial advisor Anaheim CA

Robert Chatterton

CRD Number: 2572846
Current Firm: Chatterton & Associates

Robert Chatterton (CRD# 2572846) is an Investment Advisor Representative working at Chatterton & Associates in Anaheim, CA and has over 29 years of experience in the finance industry. Robert Chatterton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Chatterton & Associates, The Wealth Management Team, Inc. Anaheim, CA Aug 2004 - Current 19
Royal Alliance Associates, Inc. Placentia, CA Sep 1996 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
Contact Info for Robert D. Chatterton
Phone Number: 714-572-2050
Registered State(s):
  • AZ
  • CA
  • FL
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    944
    MILLIONS
  • Total Number of Accounts
    2,705
    ACCOUNTS
  • Average Account Value
    $348,877
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, FL, GA, ID, NV, OR, TN, TX, UT

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