Jl Robuck Company

Jl Robuck Company (CRD# 226725) is a financial advisory firm headquartered in Laguna Niguel, CA. They manage $500,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677
http://www.jamesrobuck.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $125,000
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jl Robuck Company
Showing 1 - 1 of 1 top financial advisors.
1
James Robuck, Cdfa, financial advisor Laguna Niguel CA
James L. Robuck, Cdfa
CRD#: 3270898
28202 Cabot Road, Suite 300, Laguna Niguel, CA 92677

James Robuck, Cdfa (CRD# 3270898) is an Investment Advisor Representative working at Jl Robuck Company in Laguna Niguel, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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