Robert Bernstein (CRD# 5674019) is an Investment Advisor Representative working at Rgb Capital Group in San Diego, CA and has over 14 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 4503027
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rgb Capital Group | San Diego, CA | May 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
- CA
- LA
- TX
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts203ACCOUNTS
-
Average Account Value$421,202
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, LA, TX
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