Unclaimed Profile

Robert Allen Charette

PACIFIC PARK FINANCIAL, INC.·LAGUNA HILLS, California

Clean recordPACIFIC 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PACIFIC PARK FINANCIAL, INC.

AUM

$184M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PACIFIC PARK FINANCIAL, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5405813

Firm CRD# 122867

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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