RC
RC

Robert Cahill

28 Years of Experience
Allentown, PA
Broker

Robert Cahill is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1605 N Cedar Crest Blvd Ste 111, [Satellite], Allentown, PA, 18104

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert is a trustee for Magellan Financial Inc's 401k and has a 40% ownership in Magellan Financial, Inc, dedicating about a quarter of his time. He is also a finance committee member for Union United Church of Christ and has power of attorney for his mother, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors
December 2009 - Present · 16 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - December 2009 · 6 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
January 1998 - February 2006 · 8 yrs 1 mo
State Registrations39 states
AZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPASCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Cahill - Financial Advisor | TrueAdvisor