Robert Chacon
Robert Chacon is a registered investment advisor at Cooper Mcmanus, based in Irvine, CA, with 22 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
9870 Research Drive, Irvine, CA, 92618
Get directionsHistory
Regulatory History (13)
Financial
January 2026Financial
November 2024Financial
August 2024Judgment / Lien
April 2024Financial
January 2024Financial
January 2024Judgment / Lien
December 2023Financial
September 2023Financial
May 2023Financial
March 2023Financial
February 2023Financial
February 2023Financial
October 2022Other Business ActivitiesSells Insurance
Robert is an agent selling accident and health insurance, life insurance, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Western International Securities
Western International Securities, INC.Broker
Financial West GroupBroker
Financial West Group
Wm Financial Services, INC.Broker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.