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Robert Mccleland Foretich

Banner Investment Consultants

Burlington, WA

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Current Employers
Banner Investment Consultants

Burlington, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-26
  • WA RA
    APPROVED
    Since 2026-05-26

Branch Locations

Burlington, WA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wedbush Morgan Securities La Jolla CA 01/2009 Present
  • 01/2009 → Present
    Wedbush Morgan Securities
    La Jolla, CA
Previous Registrations
  • 2004-07-22 → 2005-12-31
    First Wall Street Corp.
    Anacortes, WA
    Anacortes, WA
    La Jolla, CA
    San Diego, CA
  • 2002-07-31 → 2003-03-28
    Oakwood Capital Management Llc
    Seattle, WA
Other Businesses

BANNER INVESTMENT CONSULTANTS,INVESTMENT RELATED, 1220 11TH STREET, ANACORTES, WA 98221,SOLE PROP, 1990, 80 HRS/MO BETWEEN 10-3 PM PACIFIC TIME, INVESTMENT ADVISOR.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-06-08
  • S63 Uniform Securities Agent State Law Examination
    1983-06-08
Other Names
  • Rob Foretich

View on SEC IAPD

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