Robert Mcmahon is a CFP-designated registered investment advisor, based in Folsom, CA, with 11 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1180 Iron Point Road, Suite 180, Folsom, CA, 95630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert operates his LPL business through Sierra Oaks Financial Planning, Inc., dedicating full-time hours to it. He also serves as a non-profit board member for Toastmasters, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
State Registrations13 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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