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Paladin Research Report For:

Robert Gloss

Prudential

6935 Cowles Mountain Blvd
San Diego, CA 92119
619-246-7365

About Robert Gloss

Born and raised in San Diego (La Mesa to be more specific). I am the father to 4-year-old triplets. I enjoy surfing, camping, and spending time with my family

As a financial advisor, my goal is to help families work toward their financial dreams with a personal, down-to-earth approach. I'm here to guide you in building a strong financial foundation that can give you confidence and lasting security. By getting to know your unique goals and dreams, we'll work together to create a plan that helps you aim for the future you've always wanted.

See Disclosures

General Information

CRD#
  • 7132490
Firm CRD#
  • 8733
Insurance License#
  • CA License # 4405829
Name of Broker/Dealer
  • LPL ENTERPRISE, LLC
States Licensed in
  • CA
Years of Experience in Financial Services
  • 5
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 7, Series 55, Series 66
Insurance and Annuity Licenses
  • Accident, Annuity, Health, Life, Variable Annuity, Variable Life

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250K+
Compensation Methods
  • Based on Assets

Disclosures

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf