Robert Aceves (CRD# 5648811) is an Investment Advisor Representative working at Edelman Financial Engines in Costa Mesa, CA and has over 15 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Current | 5 |
| Edelman Financial Services LLC | Fairfax, VA | Dec 2015 - Nov 2018 | 2 |
| Ef Legacy Securities, LLC | Henrico, VA | Apr 2016 - Oct 2018 | 2 |
| Sanders Morris Harris, LLC | Houston, TX | Dec 2015 - Apr 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Novi, MI | May 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management270,770MILLIONS
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Total Number of Accounts1,561,555ACCOUNTS
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Average Account Value$173,398
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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