Robert Charette, financial advisor Ladera Ranch CA
93 score

Robert Charette

CRD 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.

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Company Name Location Dates Years
Pacific Park Financial, Inc. Aliso Viejo, CA Mar 2012 - Current 6
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
Contact Info for Robert A. Charette
Phone Number: 949-600-6294
Registered State(s):
  • CA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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

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