Robert Margetic, financial advisor San Rafael CA

Robert Margetic

CRD Number: 1706020
Current Firm: Redwood Financial Advisors, Inc.

Robert Margetic (CRD# 1706020) is an Investment Advisor Representative working at Redwood Financial Advisors, Inc. in San Rafael, CA and has over 36 years of experience in the finance industry.

Similar Advisors
William Browne, financial advisor San Rafael CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor San Rafael CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
David Dabora, financial advisor San Rafael CA
David M. Dabora
CRD# 2626420
Alpha Blue Capital
Company Name Location Dates Years
Ifg Advisory Services Atlanta, GA Aug 1997 - Current 26
Redwood Financial Advisors San Rafael, CA Aug 1997 - Current 26
Redwood Financial Advisors, Inc. San Rafael, CA Aug 1997 - Current 26
Ifg Network Securities, Inc. San Rafael, CA Oct 1994 - Current 29
Margetic & Associates San Rafael, CA Oct 1990 - Current 33
Connecticut Mutual Life Ins. Company Beverly Hill, CA Apr 1989 - Current 34
Ct. General Life Ins. Company Bloomfield, CT Jun 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert L. Margetic
Phone Number: 415-472-1510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $1,300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.