RF
RF
Robert Fagan is a registered investment advisor, based in San Diego, CA, with 30 years of industry experience.
Location
6265 Greenwich Dr Suite 251, San Diego, CA, 92122
Get directionsHistory
Regulatory History (4)
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Customer Dispute
January 2025Pending
Customer Dispute
November 2023Settled
Customer Dispute
January 2023Settled
Customer Dispute
October 2021Settled
Other Business ActivitiesSells Insurance
Robert owns Proactive Tax Systems LLC, doing accounting and tax preparation, dedicating a few hours per week. He is also an insurance agent selling fixed, life, health, and P&C insurance, spending minimal time on this. Additionally, Robert works as a financial professional for Wealth Navigation Advisors, spending full-time hours there.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
First Allied Securities, INC.Broker
December 2021 - September 2022 · 9 mos
Madison Avenue Securities, LLC
March 2009 - December 2021 · 12 yrs 9 mos
Madison Avenue Securities, LLCBroker
July 2006 - December 2021 · 15 yrs 5 mos
Madison Avenue Advisors, INC.
July 2006 - March 2009 · 2 yrs 8 mos
Usallianz Securities, INC.Broker
October 2003 - August 2006 · 2 yrs 10 mos
Sii Investments, INC.Broker
August 1998 - October 2003 · 5 yrs 2 mos
Equity Programs CorporationBroker
December 1997 - August 1998 · 8 mos
Sii Investments, INC.Broker
March 1997 - December 1997 · 9 mos
Foresters Equity Services, INC.Broker
February 1995 - August 1996 · 1 yr 6 mos
State Registrations5 states
AZCAFLNHNV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.