Robert MachadoCRD Number: 4935167
Current Firm: Compass Rose Financial Planning & Investment Management
Robert Machado (CRD# 4935167) is an Investment Advisor Representative working at Compass Rose Financial Planning & Investment Management in Palm Springs, CA and has over 16 years of experience in the finance industry. Robert Machado 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.
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rbc Capital Markets, LLC
|Compass Rose Financial Planning, Inc.||Palm Springs, CA||Jul 2007 - Current||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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