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 14 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Asset Planning, Inc.
|Pacific Park Financial, Inc.||Aliso Viejo, CA||Mar 2012 - Current||4|
|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