Robert Coady (CRD# 2169394) is an Investment Advisor Representative working at Wealthmark Advisory Group, LLC in San Clemente, CA and has over 32 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 |
|---|---|---|---|
| Wealthmark Advisory Group | San Clemente, CA | Feb 2013 - Current | 11 |
| Wealthmark Financial & Insurance Services, Inc. | Santa Ana, CA | Feb 1991 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1991 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
- CA
- TX
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts207ACCOUNTS
-
Average Account Value$417,777
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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