Robert Cheatham, financial advisor Ventura CA

Robert Cheatham

CRD Number: 5040406
Current Firm: Integrity Wealth Advisors, Inc.

Robert Cheatham (CRD# 5040406) is an Investment Advisor Representative working at Integrity Wealth Advisors, Inc. in Ventura, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Ventura, CA Apr 2020 - Current 1
Integrity Wealth Advisors, Inc. Ventura, CA Feb 2020 - Current 1
Mml Investors Services, LLC Ventura, CA Mar 2017 - Jan 2020 2
Massachusetts Mutual Life Insurance Company Ventura, CA Jul 2016 - Jan 2020 3
Metlife Securities Inc. Westlake Village, CA Jun 2009 - Mar 2017 7
Cheatham Consultants Ventura, CA Jan 1999 - Sep 2012 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Robert W. Cheatham
Phone Number: 805-339-0760
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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