Robert Shopes (CRD# 5851948) is an Investment Advisor Representative working at Favrile Financial in Del Mar, CA and has over 13 years of experience in the finance industry. Robert Shopes 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert James Shopes Dba Favrile Financial | San Diego, CA | Oct 2017 - Current | 6 |
| Waddell & Reed, Inc. | San Diego, CA | Dec 2010 - Dec 2017 | 7 |
| Exotica Biologics | Del Mar, CA | Jul 1994 - Sep 2017 | 23 |
| Tera Biotech Corp | San Diego, CA | Sep 1994 - Sep 2016 | 22 |
| Torrey Pines Community Planning Board | Del Mar, CA | Mar 2010 - Mar 2016 | 6 |
| Del Mar Schools Education Foundation | San Diego, CA | Oct 2010 - Sep 2015 | 4 |
| Orhagen Pharmaceuticals | San Diego, CA | Jun 2002 - Aug 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- CA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$217,985
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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