Robert Recchia (CRD# 801806) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Poway, CA and has over 28 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pensionmark Securities, LLC | Poway, CA | Sep 2017 - Current | 6 |
| Pensionmark Financial Group Dba California Corporate Retirement | Santa Barbara, GA | Nov 2015 - Current | 8 |
| California Corporate Benefits Insurance | San Diego, CA | Aug 1986 - Current | 37 |
| Capfinancial Securities, LLC | Raleigh, NC | Nov 2015 - Sep 2017 | 1 |
| Lpl Financial, LLC | San Diego, CA | Apr 1994 - Nov 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
- CA
-
Total Assets Under Management37,760MILLIONS
-
Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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