Robin Bechtel
Robin Bechtel is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 26 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
San Diego, CA
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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
Robin sells fixed insurance products such as life, annuities, and long-term care, dedicating minimal time to this. Robin also works as a financial advisor for Lincoln Capital Inc, spending nearly full-time on consulting, education, and retirement planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Pfg Advisors
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment CorporationBroker
Linsco/private Ledger CORP.Broker
State Registrations1 state
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