Unclaimed Profile

Robert Martin Wallace

BRIGHTPLAN LLC·SAN JOSE, California

Series 4, Series 7, Series 24, Series 63Clean recordBRIGHTPLAN LLC

75 EAST SANTA CLARA ST., SAN JOSE, CA 95113CRD# 806678Firm CRD# 283790

Profile Verification

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

Identity

Robert Martin Wallace · SAN JOSE, CA

Registration

CRD #806678 · BRIGHTPLAN LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTPLAN LLC

CRD 283790 · SEC 801-108227

Employees

Total firm employees

Services offered by BRIGHTPLAN LLC

Per Form ADV

Financial planning

Security ratings or pricing services

Client types served by the firm

Per Form ADV

High Net Worth Individuals

View all advisors at BRIGHTPLAN LLC →

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 →

Looking for a financial advisor in SAN JOSE?

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

Browse SAN JOSE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Martin Wallace offer?

Robert Martin Wallace specializes in Financial Planning. Contact their office in SAN JOSE, California for a consultation.

What are Robert Martin Wallace's credentials?

Robert Martin Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Martin Wallace located?

Robert Martin Wallace is based in SAN JOSE, California, working with BRIGHTPLAN LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Robert Martin Wallace charge for services?

Robert Martin Wallace's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTPLAN LLC?

BRIGHTPLAN LLC has approximately 44 employees. 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 →