Robert Valentine, financial advisor Pleasanton CA
98 score

Robert Valentine

CRD Number: 5342149
Current Firm: Rpg Investment Advisory, LLC

Robert Valentine (CRD# 5342149) is an Investment Advisor Representative working at RPG Investment Advisory, LLC in Pleasanton, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
RPG Investment Advisory, LLC Pleasanton, CA Jul 2014 - Current 3
Geneos Wealth Management Inc. San Ramon, CA Nov 2013 - Feb 2015 1
Valentine Capital Asset Management, Inc. San Ramon, CA May 2007 - Feb 2015 7
Purshe Kaplan Sterling Albany, NY Feb 2010 - Nov 2011 1
Securities America, Inc. San Ramon, CA Jul 2008 - Feb 2010 1
Valentine Wealth Management San Ramon, CA Apr 2007 - Jul 2008 1
Western Warehouse Milpitas, CA Jul 2001 - Apr 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Robert J. Valentine
Phone Number:
Firm Website:
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
Types of Clients
Registered States


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