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RS

Robert A. Schallig

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CRD#: 1109305
RS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Alan Schallig was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1983. Robert had worked at 5 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 17, 1992 - April 16, 2018

ROBERT SCHALLIG

RIA
CRD#: 135123
CARMICHAEL, CA
Past

August 19, 1991 - December 31, 1993

AMERICAN CAPITAL CORPORATION

BD
CRD#: 16124
Past

October 26, 1989 - August 26, 1991

GORE-HORVATH, INC.

BD
CRD#: 6809
Past

March 17, 1986 - October 26, 1989

SECURITIES WEST, INC.

BD
CRD#: 4898
Past

February 3, 1986 - March 20, 1986

FOCUS SECURITIES, INC.

BD
CRD#: 15023
Past

July 25, 1983 - February 12, 1986

SECURITIES WEST, INC.

BD
CRD#: 4898

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 7
Date: 7/16/1983
General Securities Representative Examination

Current Firm


RS
ROBERT SCHALLIG
ROBERT SCHALLIG | SCHALLIG, ROBERT ALAN

CRD#: 135123 / SEC#:

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Contact information


Main Address
Carmichael, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROBERT SCHALLIG

CRD#: 135123

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