Areas of Practice
Financial Planning & CoachingInvestment Management
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
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Location

6 Hutton Centre Drive, Penthouse Suite 1400, Santa Ana, CA, 92707

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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 ActivitiesSells Insurance

Robert is the President/Owner of RSL Enterprises Inc., providing tax and insurance services since 2003. This non-investment related activity takes about half of his time.

Employment History
Current Registrations
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.