Robert Kemp, financial advisor Fullerton CA
83 score

Robert Kemp

CRD Number: 1854250
Current Firm: Kemp Financial Management, LLC

Robert Kemp (CRD# 1854250) is an Investment Advisor Representative working at Kemp Financial Management, LLC in Fullerton, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 7
Kemp Financial Management, LLC Fullerton, CA Sep 1996 - Current 20
Robert J. Kemp Realty Fullerton, CA Jan 1990 - Current 26
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Dec 2002
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Kemp
Phone Number: 714-257-0800
Firm Website: http://www.kempfm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $244,142
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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BADGES
83

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