Robert Gottschling is a ChFC-designated registered investment advisor, based in San Rafael, CA, with 41 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert has several business activities, including serving as a DBA for LPL business, outside employment with HUB International, and providing investment advisory services through Global Retirement Partners. He also sells non-variable insurance products and dedicates about a quarter of his time to this activity.
Employment History
Current Registrations
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.