Robert CharetteCRD Number: 5405813
Current Firm: Pacific Park Financial, Inc.
Robert Charette (CRD# 5405813) is an Investment Advisor Representative working at Pacific Park Financial, Inc. in Ladera Ranch, CA and has over 15 years of experience in the finance industry.
|Pacific Park Financial, Inc.||Aliso Viejo, CA||Mar 2012 - Current||5|
|Haydel Biel & Associates||Pasadena, CA||Feb 2010 - Mar 2012||2|
|Mutual Securities, Inc.||Camarillo, CA||Feb 2010 - Jan 2012||1|
|A.m. Ortega||Fontana, CA||Nov 2009 - Jan 2010||< 1|
|Hoag Hospital||Newport Beach, CA||Jun 2009 - Aug 2009||< 1|
|Unemployed||Cost Mesa, CA||Nov 2008 - May 2009||< 1|
|The Mutual Fund Store-los Angeles, LLC||Overland Park, KS||Nov 2007 - Oct 2008||< 1|
|Fabian Financial Services||Newport Beach, CA||Feb 2000 - Oct 2007||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S65||NASAA Investment Advisors Law Examination||May 2002|
Total Assets Under Management124MILLIONS
Total Number of Accounts670ACCOUNTS
Average Account Value$185,568
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL, IL, LA, NY, TX
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