AdvisorOS Directory
Claim Profile
Unclaimed Profile
RG

Robert James Garner

GARNER FINANCIAL MANAGEMENT, INC.·LAFAYETTE, California
Clean recordGARNER FINANCIAL MANAGEMENT, INC.
3620 HAPPY VALLEY ROAD, LAFAYETTE, CA 94549CRD# 2494037Firm CRD# 131628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert James Garner · LAFAYETTE, CA
Registration
CRD #2494037 · GARNER FINANCIAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert James Garner is a registered financial advisor based in LAFAYETTE, California, affiliated with GARNER FINANCIAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
GARNER FINANCIAL MANAGEMENT, INC.
GARNER FINANCIAL MANAGEMENT
AUM
$136M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GARNER FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2494037
Firm CRD# 131628
View on FINRA BrokerCheck →

Looking for a financial advisor in LAFAYETTE?

Browse all registered financial advisors in LAFAYETTE, California or claim this profile if it's yours.

Browse LAFAYETTE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert James Garner offer?
Robert James Garner specializes in Financial Planning, Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are Robert James Garner's credentials?
Robert James Garner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Garner located?
Robert James Garner is based in LAFAYETTE, California, working with GARNER FINANCIAL MANAGEMENT, INC.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Robert James Garner charge for services?
Robert James Garner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GARNER FINANCIAL MANAGEMENT, INC.?
GARNER FINANCIAL MANAGEMENT, INC. has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GARNER FINANCIAL MANAGEMENT, INC.

Blair Jason Garner
LAFAYETTE, CA

More Advisors in LAFAYETTE, California

Catherine H Johnson
JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, CA
Joel Matthew Drescher
DRESCHER CAPITAL, L.P.·LAFAYETTE, CA
Karl Olof Mills
JURIKA, MILLS & KEIFER, LLC·LAFAYETTE, CA
Matthew Mclain Sitzmann
SITZMANN LAVIS WHITE, LLC·LAFAYETTE, CA
William Jon Poulin
LLOYD TEVIS INVESTMENTS, LLC·LAFAYETTE, CA
David Laurance Herman
CYPRESS POINT FINANCIAL ADVISORS, LLC·LAFAYETTE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile