Robert Armijo, financial advisor San Diego CA
83 score

Robert Armijo

CRD Number: 4610946
Current Firm: First American National Investment Advisors, LLC

Robert Armijo (CRD# 4610946) is an Investment Advisor Representative working at First American National Investment Advisors, LLC in San Diego, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Joseph Financial Investment Advisors, LLC San Diego, CA Feb 2016 - Current < 1
First American National Investment Advisors San Diego, CA Jan 2013 - Current 3
Joseph Financial Murrieta, CA Jan 2011 - Current 5
Cherry Investment Advisors, Ltd San Diego, CA Oct 2012 - Dec 2012 < 1
Hbw Financial Sandiego, CA Jan 2009 - Jan 2011 2
Curo Bank San Diego, CA Jan 2008 - Jan 2009 1
Wfg Murrieta, CA May 2002 - Jan 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Jun 2012
Disclosure Information

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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Armijo
Phone Number: 770-814-4235
Firm Website: https://www.fanria.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    78
    MILLIONS
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $54,924
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, MT, NC, NE, NJ, NV, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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