Robert Gillard
Robert Gillard is a CFP-designated registered investment advisor at California Financial Partners, INC., based in Glendale, CA, with 27 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consulting — $75 to $250 per hour for financial planning and consulting services.
- Fixed-fee financial planning — $1,500 to $9,500 depending on the scope and complexity of the financial plan or consulting services provided.
Location
700 N Brand Blvd, Suite #640, Glendale, CA, 91203
Get directionsHistory
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 a registered investment advisor with California Financial Partners, Inc. and is involved in several business entities for tax/investment purposes. He also sells non-variable insurance through New York Life, dedicating minimal time to it, and spends full-time hours on RPG2 Wealth Management Inc.
Employment History
Current Registrations
California Financial Partners, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
California Financial Partners
California Financial Partners
Heymont & CO. INC. Wealth Management and Retirement Solutions
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Pruco Securities CorporationBroker
State Registrations24 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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