Robert Gewecke (CRD# 2543881) is an Investment Advisor Representative working at Lpl Financial LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry. Robert Gewecke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Livermore, CA | Jul 2023 - Current | < 1 |
Bmo Bank Na | Walnut Creek, CA | Aug 2018 - Current | 5 |
Bancwest Investment Services, Inc. | Walnut Creek, CA | Aug 2018 - Feb 2023 | 4 |
Unemployed | Walnut Creek, CA | Apr 2018 - Aug 2018 | < 1 |
E*trade Capital Management LLC | San Francisco, CA | Aug 2011 - Apr 2018 | 6 |
E*trade Securities LLC | San Francisco, CA | Aug 2011 - Apr 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2001 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- CA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, WY
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