RB
RB
Robert Binkele
31 Years of Experience
Indian Wells, CA
4 DisclosuresBrokerSells Insurance
Robert Binkele is a registered investment advisor, based in Indian Wells, CA, with 31 years of industry experience.
Location
45110 Club Drive, Suite B, Indian Wells, CA, 92210
Get directionsHistory
Regulatory History (4)
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Customer Dispute
June 2021Settled
Employment Separation After Allegations
December 2002Customer Dispute
October 1998Award / Judgment
Criminal
July 1981Final Disposition
Other Business ActivitiesSells Insurance
Robert is the President and Investment Advisor Representative at DST Wealth Management since 2019, providing investment advice. He is also the Founder/CEO of Estate Planning Team, dedicating nearly full-time hours to providing administrative, marketing, and support services, and sells fixed annuities and life products as a General Agent, dedicating about 10-20% of his time.
Employment History
Current Registrations
Ashton Stewart & CO., INC.
March 2025 - Present · 1 yr 1 mo
Ashton Stewart & CO., INC.Broker
March 2025 - Present · 1 yr 1 mo
Dst Wealth Management LLC
September 2019 - Present · 6 yrs 7 mos
Previous Registrations
Hb Securities, LLCBroker
June 2021 - March 2023 · 1 yr 9 mos
Centaurus Financial, INC.
October 2015 - August 2019 · 3 yrs 10 mos
Centaurus Financial, INC.Broker
October 2015 - August 2019 · 3 yrs 10 mos
J P Turner & Company Capital Management, LLC
July 2007 - October 2015 · 8 yrs 3 mos
J.P. Turner & Company, L.L.C.Broker
July 2007 - October 2015 · 8 yrs 3 mos
Brookstreet Capital Management
January 2003 - July 2007 · 4 yrs 6 mos
Brookstreet Securities CorporationBroker
January 2003 - July 2007 · 4 yrs 6 mos
Raymond James Financial Services
August 2001 - December 2002 · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
February 1998 - December 2002 · 4 yrs 10 mos
Spelman & CO., INC.Broker
December 1996 - December 1997 · 1 yr
Ash & CO. IncorporatedBroker
December 1994 - January 1997 · 2 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.