![Robert Vetti, financial advisor Encino CA](/img/ws/profile-blank-sq.png)
Robert Vetti (CRD# 7218616) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has over 4 years of experience in the finance industry.
![Eric Abbe, financial advisor Encino CA](/img/ws/profile-blank-sq.png)
CRD# 4793512
U.s. Bancorp Advisors, LLC
![Andrea Abeger, financial advisor Encino CA](/img/ws/profile-blank-sq.png)
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Antoine Abi Nader, financial advisor Encino CA](/img/ws/profile-blank-sq.png)
CRD# 4700969
Western International Securities
Company Name | Location | Dates | Years |
---|---|---|---|
Assetmark Brokerage, LLC | Encino, CA | Jan 2020 - Current | 4 |
Assetmark Financial Holdings, Inc. | Encino, CA | Sep 2019 - Current | 4 |
Regents Capital Corporation | Costa Mesa, CA | Feb 2019 - Jul 2019 | < 1 |
Unemployed | Simi Valley, CA | Jan 2010 - Jan 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
S63 | Uniform Securities State Law Examination | Mar 2021 |
- CA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.