Robert Graves, financial advisor Glendora CA
96 score

Robert Graves

CRD Number: 1437221
Current Firm: Cetera Advisor Networks LLC

Robert Graves (CRD# 1437221) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Glendora, CA and has over 26 years of experience in the finance industry. Robert Graves 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
Cetera Advisor Networks LLC El Segundo, CA Jan 2017 - Current 1
Cwm, LLC Glendora, CA Jul 2015 - Current 2
Graves & Company, Inc. Glendora, CA May 2000 - Current 17
Graves Financial Wealth Management Glendora, CA Apr 2000 - Current 18
Lpl Financial, LLC Glendora, CA May 2000 - Jan 2017 16
Graves Prestesater Invstmnt & Retrmnt Planning, LLC Glendora, CA May 2000 - Jan 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1992
Contact Info for Robert O. Graves
Phone Number: 310-326-3100
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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