Robert Clarke (CRD# 7491502) is an Investment Advisor Representative working at Cadena Financial Planning & Tax Services in San Diego, CA and has over 2 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 |
|---|---|---|---|
| Cadena Financial Planning & Tax Services | San Diego, CA | Jan 2022 - Current | 2 |
| Unemployed | Coronado, CA | Dec 2021 - Dec 2021 | < 1 |
| Full-time Education | Coronado, CA | Nov 2020 - Nov 2021 | 1 |
| Unemployed | Coronado, CA | Sep 2020 - Oct 2020 | < 1 |
| Dhhs/oig/oas | San Diego, CA | Aug 2015 - Aug 2020 | 5 |
| Department Of State | San Diego, CA | Nov 2014 - Aug 2015 | < 1 |
| Social Security Administration | San Diego, CA | May 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CA
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$278,623
- 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
CA
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