Robert Padilla (CRD# 2258617) is an Investment Advisor Representative working at Redefine Financial in Mission Viejo, CA and has over 31 years of experience in the finance industry. Robert Padilla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redefine Financial, LLC | Mission Viejo, CA | Aug 2018 - Current | 5 |
| The Dog Pawrk Brewing Company, LLC | San Juan Capistrano, CA | Nov 2017 - Current | 6 |
| Federalretirementreport.com | Mission Viejo, CA | Apr 2014 - Current | 10 |
| Rp&a Financial Strategists, LLC | Mission Viejo, CA | Jun 2008 - Current | 15 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Aug 2018 | 6 |
| First Allied Securities, Inc. | San Diego, CA | Jun 2003 - Aug 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1992 |
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- CA
- TX
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts122ACCOUNTS
-
Average Account Value$190,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, TX
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