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Robert Louis Lucente

Pure Financial Advisors, LLC

San Diego, CA

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Current Employers
Pure Financial Advisors, Llc

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-20
CA RA APPROVED 2024-03-18
  • TX RA
    APPROVED
    Since 2024-11-20
  • CA RA
    APPROVED
    Since 2024-03-18

Branch Locations

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Woodside CA 01/2008 01/2022
Withum Wealth Management Red Bank NJ 01/2022 05/2022
Lido Advisors, Llc Scottsdale AZ 01/2022 04/2022
Unemployed Vista CA 05/2022 01/2023
Colorado Financial Management, Llc, A Lido Company Boulder CO 04/2023 08/2023
Pure Financial San Diego CA 03/2024 Present
Unemployed/Travel Scottsdale AZ 08/2023 03/2024
  • 01/2008 → 01/2022
    Fisher Investments
    Woodside, CA
  • 01/2022 → 05/2022
    Withum Wealth Management
    Red Bank, NJ
  • 01/2022 → 04/2022
    Lido Advisors, Llc
    Scottsdale, AZ
  • 05/2022 → 01/2023
    Unemployed
    Vista, CA
  • 04/2023 → 08/2023
    Colorado Financial Management, Llc, A Lido Company
    Boulder, CO
  • 03/2024 → Present
    Pure Financial
    San Diego, CA
  • 08/2023 → 03/2024
    Unemployed/Travel
    Scottsdale, AZ
Previous Registrations
  • 2023-04-13 → 2023-08-21
    Colorado Financial Management Llc
    Boulder, CO
    Scottsdale, AZ
  • 2023-02-01 → 2023-04-14
    Lido
    Scottsdale, AZ
    Los Angeles, CA
  • 2022-02-03 → 2022-05-12
    Withum Wealth Management
    Red Bank, NJ
    Irvine, CA
  • 2008-01-29 → 2022-01-10
    Fisher Investments
    San Mateo, CA
    Plano, TX
  • 2006-06-28 → 2007-01-29
    Wells Fargo Investments, Llc
    San Diego, CA
    La Jolla, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-27
  • S66 Uniform Combined State Law Examination
    2006-06-27
Designations
Other Names
  • Robert Lovis Lucente

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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