Robert ChristoffersonCRD Number: 1161241
Current Firm: H.d. Vest Advisory Services, Inc.
Robert Christofferson (CRD# 1161241) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Rohnert Park, CA and has over 31 years of experience in the finance industry.
Jacobson & Breen Wealth Management, LLC
Stoffer Wealth Advisors
Albright Investment Management LLC
|Hd Vest Advisory Services||Rohnert Park, CA||Jun 2014 - Current||2|
|Hd Vest Investment Securities||Santa Rosa, CA||Nov 2013 - Current||2|
|Hd Vest Insurance Services||Santa Rosa, CA||Nov 2013 - Current||2|
|Robert Half||Rohnert Park, CA||Jan 2012 - Current||4|
|Planmember Securities Corporation||Carpinteria, CA||Feb 2012 - Oct 2013||1|
|Nelson & Associates||Santa Rosa, CA||Jan 2011 - Dec 2011||< 1|
|Unemployed||Santa Rosa, CA||Jul 2010 - Dec 2010||< 1|
|Nationwide Investment Advisors, LLC||Columbus, OH||Dec 2006 - Jun 2010||3|
|Nationwide Investment Services||Columbus, OH||Feb 2002 - Jun 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1985|
|S66||NASAA Uniform Combined State Law Examination||Jan 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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