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Robert Allen Charette

PACIFIC PARK FINANCIAL, INC.·LAGUNA HILLS, California
Unclaimed Profile
25283 CABOT RD STE 201, LAGUNA HILLS, CA 92653-5510CRD# 5405813Firm CRD# 122867
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About

Robert Allen Charette is a registered financial advisor based in LAGUNA HILLS, California, affiliated with PACIFIC PARK FINANCIAL, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
PACIFIC PARK FINANCIAL, INC.
PACIFIC PARK FINANCIAL, INC.
AUM
$184M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PACIFIC PARK FINANCIAL, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5405813
Firm CRD# 122867
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Allen Charette offer?
Robert Allen Charette specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAGUNA HILLS, California for a consultation.
What are Robert Allen Charette's credentials?
Robert Allen Charette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Allen Charette located?
Robert Allen Charette is based in LAGUNA HILLS, California, working with PACIFIC PARK FINANCIAL, INC.. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.
How does Robert Allen Charette charge for services?
Robert Allen Charette'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 PACIFIC PARK FINANCIAL, INC.?
PACIFIC PARK FINANCIAL, INC. has approximately 2 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAGUNA HILLS
Jeffrey Alan Cerny — ATLAS WEALTH MANAGEMENT GROUP, LLCWesley George Mccain — TOWNELEY CAPITAL MANAGEMENT, INC.Tracy Ann Kuntz — TOWNELEY CAPITAL MANAGEMENT, INC.Nicholas Larsen Saakvitne — TOWNELEY CAPITAL MANAGEMENT, INC.Gary Airen Gordon — PACIFIC PARK FINANCIAL, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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