Robert Aldridge, financial advisor Laguna Hills CA

Robert Aldridge

CRD Number: 2627
Current Firm: Aldridge & Co

Robert Aldridge (CRD# 2627) is an Investment Advisor Representative working at Aldridge & Co in Laguna Hills, CA and has over 32 years of experience in the finance industry.

Similar Advisors
Daniel Horgan, financial advisor Laguna Hills CA
Daniel C. Horgan
CRD# 1620034
Raymond James & Associates, Inc.
Similar Advisors
James Skorheim, financial advisor Laguna Hills CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Richard Jensen, financial advisor Laguna Hills CA
Richard A. Jensen
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Orange, CA May 2000 - Current 24
Aldrige And Company Laguna Hills, CA Oct 1986 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
Contact Info for Robert J. Aldridge
Phone Number: 949-859-1802
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $2,078,812
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.