Robert Fleming, financial advisor San Diego CA
93 score

Robert Fleming

CRD Number: 5347694
Current Firm: Cetera Advisor Networks LLC

Robert Fleming (CRD# 5347694) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in San Diego, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Financial Network El Segundo, CA Jun 2007 - Dec 2012 5
None San Diego, CA Dec 2006 - May 2007 < 1
Hamilton Sundstrand San Diego, CA Sep 1974 - Dec 2006 32
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Robert Fleming
Phone Number: 310-326-3100
Registered State(s):
  • CA
  • LA
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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