Gary Robertson, financial advisor Newport Beach CA
93 score

Gary Robertson

CRD Number: 1082419
Current Firm: Nwf Advisory Services Inc.

Gary Robertson (CRD# 1082419) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.

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Asset Planning, Inc.
Company Name Location Dates Years
Royal Alliance Newport Beach, CA Mar 2015 - Current 1
First Midwest Securities, Inc. Newport Beach, CA Oct 2010 - Mar 2015 4
Crowell, Weedon & Company Newport Beach, CA Aug 2009 - Oct 2010 1
Morgan Stanley Smith Barney Newport Beach, CA Jun 2009 - Aug 2009 < 1
Citigroup Global Markets Inc. Newport Beach, CA Feb 1990 - Jun 2009 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Gary D. Robertson
Phone Number: 310-475-5854
Registered State(s):
  • CA
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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