AdvisorOS Directory
Claim Profile
RG

Robert Murray Geppner

FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.·SAN MATEO, California
Unclaimed Profile
ONE FRANKLIN PARKWAY, SAN MATEO, CA 94403-1906CRD# 1185590Firm CRD# 111372
01

About

Robert Murray Geppner is a registered financial advisor based in SAN MATEO, California, affiliated with FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
AUM
$6.3B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1185590
Firm CRD# 111372
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

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

Browse SAN MATEO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Robert Murray Geppner offer?
Robert Murray Geppner specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Robert Murray Geppner's credentials?
Robert Murray Geppner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Murray Geppner located?
Robert Murray Geppner is based in SAN MATEO, California, working with FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Robert Murray Geppner charge for services?
Robert Murray Geppner'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 FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.?
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. has approximately 5 employees and manages $6.3B in regulatory assets under management. 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 →

Other Advisors at FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.

Daniel Thomas O'lear
SAN MATEO, CA
Philip N/a Portera
SAN MATEO, CA
Robert N/a Lim
SAN MATEO, CA
Jeffrey Scott Masom
SAN MATEO, CA
Patrick John Mccall
SAN MATEO, CA
Peter D Jones
SAN MATEO, CA

More Advisors in SAN MATEO, California

Thomas Legrande Olds
ARTIS ADVISORS, LLC·SAN MATEO, CA
Timothy Russell Jacobson
ARTIS ADVISORS, LLC·SAN MATEO, CA
Zlatko Martinic
GAMMA INVESTING LLC·SAN MATEO, CA
Leon Nmn Kuan
FISHER LYNCH CAPITAL, LLC·SAN MATEO, CA
So Chi On
SOUL VENTURES ADVISORS, LLC·SAN MATEO, CA
Brett Kevin Fisher
FISHER LYNCH CAPITAL, LLC·SAN MATEO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile