Robert Schunk (CRD# 6106081) is an Investment Advisor Representative working at Pacific Capital in Riverside, CA and has 1 year of experience in the finance industry.
CRD# 6302760
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6354198
Ubs Financial Services Inc.
CRD# 4785517
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacific Capital Wealth Advisors, Inc. | Corona, CA | Nov 2017 - Current | 6 |
| City Of Corona | Corona, CA | Oct 2012 - Current | 11 |
- CA
-
Total Assets Under Management526MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$875,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, TX, UT
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