Robert Georgiou is a registered investment advisor, based in San Rafael, CA, with 21 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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 involved in several business activities, including Prestige Title Agency (selling title insurance and annuities), CollaborativeWEALTH Southeast LLC, Doyle Insurance, Inc., RRCA LLC (real estate rental and tax/investment purposes), FSEDnet, Highland Brokerage (non-variable insurance), Prestige Wealth Partners LLC, Global Retirement Partners (investment advisory services), and Prestige Wealth Partners a hub Int'l Co. Robert sells insurance products and is involved in real estate rental.
Employment History
Current Registrations
HUB International Investment Services INC.
Global Retirement Partners LLC
HUB International Investment Services INC.Broker
LPL Financial LLCBroker
Previous Registrations
Great Valley Advisor Group, INC.
Collaborative Wealth
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Sunamerica Capital Services, INC.Broker
Sun Life Financial Distributors, INC.Broker
John Hancock Distributors LLCBroker
State Registrations14 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.