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RM
ChFC
RM
ChFC

Robert Mccommon

Wedbush Securities INC.
29 Years of Experience
Pasadena, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Robert Mccommon is a ChFC-designated registered investment advisor at Wedbush Securities INC., based in Pasadena, CA, with 29 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,048 clients with $5.7B in assets under management.

Wedbush Securities INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
222 advisors
Number of Clients
10,048 clients
Average Client Portfolio
$566K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K - $500K2.80%
$500K - $1.0M2.50%
$1.0M - $3.0M1.90%
$3.0M - $5.0M1.60%
$5M+1.60%

Fees for accounts over $5,000,000 are negotiable. Accounts are subject to minimum annual fees ranging from $250 to $1,000 depending on the program.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

225 S Lake Ave Penthouse, Pasadena, CA, 91101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a Director for the Oaks at Appling Condominium Association since November 2023, dedicating minimal time. He is also the Treasurer for Oaks at Appling Condominium Association, Inc. since December 2024, also dedicating minimal time.

Employment History
Current Registrations
Wedbush Securities INC.
March 2025 - Present · 1 yr 7 mos
Wedbush Securities INC.
March 2025 - Present · 1 yr 7 mos
Wedbush Securities INC.Broker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
B. Riley Wealth Advisors, INC.
March 2022 - April 2025 · 3 yrs 1 mo
National Securities CorporationBroker
March 2022 - July 2022 · 4 mos
B Riley Wealth Management
February 2014 - December 2022 · 8 yrs 10 mos
B. Riley Wealth ManagementBroker
October 2012 - April 2025 · 12 yrs 6 mos
Allstate Financial Services, LLCBroker
June 2009 - March 2011 · 1 yr 9 mos
Lincoln Financial Distributors, INC.Broker
August 2008 - February 2009 · 6 mos
Aig Sunamerica Capital Services, INC.Broker
September 2006 - July 2008 · 1 yr 10 mos
Capital Brokerage CorporationBroker
March 2004 - September 2006 · 2 yrs 6 mos
Morgan Keegan & Company, INC.
January 2004 - March 2004 · 2 mos
Morgan Keegan & Company, INC.Broker
November 1999 - March 2004 · 4 yrs 4 mos
Pfic Securities CorporationBroker
November 1997 - November 1999 · 2 yrs
Invest Financial CorporationBroker
January 1997 - October 1997 · 9 mos
John Hancock Distributors, INC.Broker
March 1995 - February 1997 · 1 yr 11 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1995 - February 1997 · 1 yr 11 mos
Princor Financial Services CorporationBroker
October 1989 - November 1989 · 1 mo
State Registrations18 states
CACTFLGAHIMAMEMOMSNCNDNHNMNYORPATNVT
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.
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Robert Mccommon - Financial Advisor | TrueAdvisor