Robert Packin
Robert Packin is a registered investment advisor at Wells Fargo Advisors, based in Mission Viejo, CA, with 28 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
27201 Puerta Real, Ste 220, Mission Viejo, CA, 92691
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2005Customer Dispute
August 2002Customer Dispute
March 2002Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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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