Unclaimed Profile

Robert Allen Charette

PACIFIC PARK FINANCIAL, INC.·LAGUNA HILLS, California

Series 7, Series 63, Series 65Clean record18 years registeredPACIFIC PARK FINANCIAL, INC.

25283 CABOT RD STE 201, LAGUNA HILLS, CA 92653-5510CRD# 5405813Firm CRD# 122867

Profile Verification

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

Identity

Robert Allen Charette · LAGUNA HILLS, CA

Registration

CRD #5405813 · PACIFIC PARK FINANCIAL, INC. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC PARK FINANCIAL, INC.

PACIFIC PARK FINANCIAL, INC.

Feb 2013 – Dec 2017

LADERA RANCH, CA

HAYDEL, BIEL & ASSOCIATES

Oct 2010 – Apr 2012

PASADENA, CA

THE MUTUAL FUND STORE

Dec 2007 – Oct 2008

OVERLAND PARK, KS

FABIAN FINANCIAL SERVICES INC

Oct 2007 – Oct 2007

NEWPORT BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · October 26, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC PARK FINANCIAL, INC.

CRD 122867 · SEC 801-64063

AUM

$184M

Regulatory assets under management

Employees

610 client accounts

Services offered by PACIFIC PARK FINANCIAL, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PACIFIC PARK FINANCIAL, INC. →

Introduction

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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.

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, last registered with PACIFIC PARK FINANCIAL, INC..

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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