Robert Fagan is a ChFC-designated registered investment advisor, based in San Diego, CA, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6265 Greenwich Dr Suite 251, San Diego, CA, 92122
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2025Customer Dispute
November 2023Customer Dispute
January 2023Customer Dispute
October 2021Other 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
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Advisors, INC.
Usallianz Securities, INC.Broker
Sii Investments, INC.Broker
Equity Programs CorporationBroker
Sii Investments, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations5 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.
Exams
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