Robbin Preciado, financial advisor Orange CA
93 score

Robbin Preciado

CRD Number: 1946747
Current Firm: Unionbanc Investment Services, LLC

Robbin Preciado (CRD# 1946747) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Orange, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Los Angeles, CA Oct 2010 - Current 6
Union Bank Los Angeles, CA Sep 2010 - Current 6
Wells Fargo Investments LLC Oxnard, CA Apr 2005 - Sep 2010 5
Wells Fargo Bank Oxanrd, CA May 1989 - Sep 2010 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Robbin N. Preciado
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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