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Robert Lingle

27 Years of Experience
Broker

Robert Lingle is a registered investment advisor, based in Newport Beach, CA, with 27 years of industry experience.

Location

4695 MacArthur Court, 11th Floor, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a Managing Director, Marketing with Merus Advisors, spending about 10-20% of his time sourcing and creating materials for investment products. He is also a Managing Partner at Pacific Alternative Investments, spending nearly full-time sourcing and selling private investment offerings.

Employment History
Current Registrations
Stonehaven, LLC
September 2023 - Present · 2 yrs 7 mos
Stonehaven, LLCBroker
September 2023 - Present · 2 yrs 7 mos
Merus Advisors, LLC
June 2022 - Present · 3 yrs 10 mos
Previous Registrations
Capital Growth Advisors LLCBroker
May 2016 - October 2023 · 7 yrs 5 mos
Hedge Harbor INC.Broker
October 2008 - April 2016 · 7 yrs 6 mos
Tjm Investments, LLCBroker
April 2005 - March 2007 · 1 yr 11 mos
Refco Securities, LLCBroker
May 2003 - March 2005 · 1 yr 10 mos
Thomas Green Securities, INC.Broker
September 1999 - March 2002 · 2 yrs 6 mos
Berthel, Fisher & Company Financial Services, INC.Broker
March 1998 - September 1999 · 1 yr 6 mos
Adm Securities, INC.Broker
March 1996 - March 1998 · 2 yrs
State Registrations6 states
AZCACOMANYTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.