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Robert James Kemp

KEMP FINANCIAL MANAGEMENT, LLC·FULLERTON, California
Clean recordKEMP FINANCIAL MANAGEMENT, LLC
2286 N. STATE COLLEGE BLVD., FULLERTON, CA 92831CRD# 1854250Firm CRD# 112127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert James Kemp · FULLERTON, CA
Registration
CRD #1854250 · KEMP FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert James Kemp is a registered financial advisor based in FULLERTON, California, affiliated with KEMP FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KEMP FINANCIAL MANAGEMENT, LLC
KEMP FINANCIAL MANAGEMENT, LLC
AUM
$230M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1854250
Firm CRD# 112127
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Kemp offer?
Robert James Kemp specializes in Investment Management, Fee-Only Advisory. Contact their office in FULLERTON, California for a consultation.
What are Robert James Kemp's credentials?
Robert James Kemp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Kemp located?
Robert James Kemp is based in FULLERTON, California, working with KEMP FINANCIAL MANAGEMENT, LLC. Their office serves clients in the FULLERTON metropolitan area and surrounding communities.
How does Robert James Kemp charge for services?
Robert James Kemp's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEMP FINANCIAL MANAGEMENT, LLC?
KEMP FINANCIAL MANAGEMENT, LLC has approximately 3 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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