RD
CFP · ChFC
RD
CFP · ChFC
Robert Dillon
7 Years of Experience
La Jolla, CA
1 DisclosureBroker
Robert Dillon is a CFP, ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in La Jolla, CA, with 7 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
4250 Executive Sq, Ste 400, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (1)
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Criminal
March 2016Final Disposition
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
June 2026 - Present · 4 mos
Northwestern Mutual Investment Services,llc
May 2026 - Present · 5 mos
Previous Registrations
Facet
August 2021 - February 2026 · 4 yrs 6 mos
Vanguard Advisers, INC.
August 2018 - August 2021 · 3 yrs
Vanguard Marketing CorporationBroker
July 2018 - August 2021 · 3 yrs 1 mo
State Registrations1 state
CA
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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