Robert Frederic Limmer
Investment adviser representative at Wedbush Securities Inc.
18 yearsExperience
2 statesRegistered in
$6.7BFirm assets
56 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Onward AdvisorsJan 2022 to now
- Wedbush Securities Inc.Jun 2019 to now
- Gladstone Institutional Advisory (dba: Gladstone Wealth Group)Sep 2018 to Jun 2019
- LPL Financial, LLCSep 2018 to Jun 2019
- Due DilligenceJan 2018 to Sep 2018
- N/aJan 2018 to Aug 2018
- UBSApr 2008 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Wedbush Securities Inc.
$6.7BAssets managed
10,833Clients
218Advisers
56 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1445011
- Firm CRD
- 877