Robert Lima is a registered investment advisor, based in Concord, CA, with 1 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Robert works full-time as a business development consultant for AssetMark, Inc. He also serves as a Village Board Trustee in Schiller Park, IL, dedicating a few hours per week to this role.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
October 2024 - Present · 1 yr 7 mos
Assetmark, INC.
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Morningstar Investment Services LLC
May 2024 - July 2024 · 2 mos
State Registrations6 states
ALGAILMSSCTN
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.