RD
RD

Robert Daher

20 Years of Experience
Fresno, CA
2 DisclosuresBroker

Robert Daher is a registered investment advisor at Ameriprise Financial Services, LLC, based in Fresno, CA, with 20 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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5588 N Palm Ave, Fresno, CA, 93704

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History

Regulatory History (2)
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Judgment / Lien
February 2026
Judgment / Lien
July 2024
Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 2022 - Present · 3 yrs 10 mos
Ameriprise Financial Services, LLC
December 2022 - Present · 3 yrs 10 mos
Ameriprise Financial Services, LLCBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2018 - December 2022 · 4 yrs 10 mos
Cetera Advisor Networks LLCBroker
August 2008 - December 2022 · 14 yrs 4 mos
Pension Planners Securities, INC.Broker
June 2007 - August 2008 · 1 yr 2 mos
Veritrust Financial, LLCBroker
January 2004 - November 2004 · 10 mos
State Registrations5 states
CACOIDNVNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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