RC
RC

Robert Williams Cheatham

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
823 clients
Average Client Portfolio
$334K average
Assets Under Management
$274.9M

Fee Structure

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Location

196 S. Fir St., Suite 140, Ventura, CA, 93001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is the fundraising chair for Devil Pups, a youth program, since 2022. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Integrity Wealth Advisors, LLC
February 2020 - Present · 6 yrs
Previous Registrations
LPL Financial LLCBroker
April 2020 - September 2022 · 2 yrs 5 mos
MML Investors Services, LLC
March 2017 - February 2020 · 2 yrs 11 mos
MML Investors Services, LLCBroker
March 2017 - February 2020 · 2 yrs 11 mos
Msi Financial Services, INC.
November 2009 - March 2017 · 7 yrs 4 mos
Msi Financial Services, INC.Broker
July 2009 - March 2017 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - January 2009 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2006 - January 2009 · 2 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Robert Williams Cheatham - Financial Advisor | TrueAdvisor