Robert Koerner is a registered investment advisor, based in Long Beach, CA, with 38 years of industry experience.
Location
4821 E 2nd Street, Long Beach, CA, 90803
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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 is an Investment Advisor Representative with CLG Wealth Management since November 2023, focusing on financial and asset management. He also works as an independent insurance agent, providing insurance advice, dedicating minimal time to this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Clg LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations9 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.