Hector Robles, financial advisor Fullerton CA

Hector Robles

CRD Number: 5294849
Current Firm: Jrs Investments And Wealth Preservation, LLC

Hector Robles (CRD# 5294849) is an Investment Advisor Representative working at Jrs Investments And Wealth Preservation, LLC in Fullerton, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Transwest Long Beach, CA Mar 2019 - Current 5
Uc Factors Glendora, CA Mar 2018 - Mar 2019 1
Walt Disney Company Anaheim, CA Feb 2018 - Jun 2018 < 1
Unemployed Fullerton, CA Oct 2017 - Feb 2018 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Hector Robles
Phone Number: 858-735-2640
Firm Website: http://www.invwp.com
Registered State(s):
  • CA
  • HI
Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $146,842
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, HI, ID, WA

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