Unclaimed Profile

Robert John Aldridge

ALDRIDGE ROBERT JOHN·LAGUNA HILLS, California

SIE, Series 1, Series 7TO, Series 24, Series 31, Series 63ChFCClean record5 years registeredALDRIDGE ROBERT JOHN

24012 CALLE DE LA PLATA, LAGUNA HILLS, CA 92653CRD# 2627Firm CRD# 105015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert John Aldridge · LAGUNA HILLS, CA

Registration

CRD #2627 · ALDRIDGE ROBERT JOHN · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALDRIDGE ROBERT JOHN

ALDRIDGE & CO

May 2021 – Dec 2024

LAGUNA HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 31

Series 63

Registration record

First registered · May 19, 2021

Years registered · 5

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALDRIDGE ROBERT JOHN

CRD 105015 · SEC 801-19270

AUM

$41M

Regulatory assets under management

Employees

62 client accounts

Services offered by ALDRIDGE ROBERT JOHN

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALDRIDGE ROBERT JOHN →

Introduction

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Frequently Asked Questions

What services does Robert John Aldridge offer?

Robert John Aldridge specializes in Investment Management.

What are Robert John Aldridge's credentials?

Robert John Aldridge holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert John Aldridge located?

Robert John Aldridge is based in LAGUNA HILLS, California, last registered with ALDRIDGE ROBERT JOHN.

How does Robert John Aldridge charge for services?

Robert John Aldridge's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALDRIDGE ROBERT JOHN?

ALDRIDGE ROBERT JOHN has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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