Best Investors Account Sign in
Inactive

Anthony Rod Ortale

Insight Wealth Strategies, LLC

San Ramon, CA

Claim This Profile
Current Employers
Insight Wealth Strategies, Llc

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-24
  • CA RA
    APPROVED
    Since 2018-10-24

Branch Locations

2603 Camino Ramon Suite 350, San Ramon, CA 94583 • 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
First Allied Securities, Inc. San Diego CA 01/2014 03/2017
Fisher Investments San Mateo CA 12/2017 02/2018
Self-Employed Walnut Creek CA 03/2017 12/2017
Mutual Securities, Inc. Camarillo CA 10/2018 06/2020
Insight Wealth Strategies, Llc. San Ramon CA 08/2018 Present
None Walnut Creek CA 03/2018 08/2018
  • 01/2014 → 03/2017
    First Allied Securities, Inc.
    San Diego, CA
  • 12/2017 → 02/2018
    Fisher Investments
    San Mateo, CA
  • 03/2017 → 12/2017
    Self-Employed
    Walnut Creek, CA
  • 10/2018 → 06/2020
    Mutual Securities, Inc.
    Camarillo, CA
  • 08/2018 → Present
    Insight Wealth Strategies, Llc.
    San Ramon, CA
  • 03/2018 → 08/2018
    None
    Walnut Creek, CA
Previous Registrations
  • 2017-12-12 → 2018-02-22
    Fisher Investments
    San Mateo, CA
    Plano, TX
  • 2015-10-07 → 2017-03-29
    Castle Rock Wealth Management, Llc
    Walnut Creek, CA
  • 2009-07-02 → 2010-07-27
    First Allied Securities, Inc.
    San Diego, CA
  • 2008-10-06 → 2009-06-22
    Charles Schwab & Co., Inc.
    San Francisco, CA
    San Francisco, CA
    Westlake, TX
  • 2007-07-19 → 2008-09-09
    First Allied Securities, Inc.
    San Diego, CA
    San Ramon, CA
  • 2008-01-09 → 2008-08-29
    Horizon Wealth Group, Llc.
    San Ramon, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-29
S65 Uniform Investment Adviser Law Examination 2007-06-08
S63 Uniform Securities Agent State Law Examination 1999-06-25
  • S66 Uniform Combined State Law Examination
    2014-01-29
  • S65 Uniform Investment Adviser Law Examination
    2007-06-08
  • S63 Uniform Securities Agent State Law Examination
    1999-06-25
Other Names
  • Tony R Ortale

View on SEC IAPD

Other Firms

BROOKER WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
INTEGRITY ALLIANCE, LLC.
AUSPICIOUS FINANCIAL PLANNING, LLC
BRIDGEBAY FINANCIAL, INC.
CANNON BEACH FINANCIAL ADVISORS
KEY FOCUS WEALTH LLC

Other Investors

SAMSON KAM LONG CHAN
NOLAN MITCHELL PARKER
SCOTT PATRICK KELLEY
Nathan Thomas Bennett
Donald Alan Ledoux
CODY CARL SMITH
Tyler Andrew Bailey
Daschel Elias Grammer

Other Offices

BROOKER WEALTH MANAGEMENT · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · San Ramon, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
EAGLE STRATEGIES LLC · SAN RAMON, CA
INTEGRITY ALLIANCE, LLC. · San Ramon, CA

More in San Ramon, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor