Robert Louis Lucente
Investment adviser representative at Pure Financial Advisors, LLC
18 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$11.1BFirm assets
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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 fee
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.
- Pure Financial Advisors, LLCMar 2024 to now
- Pure FinancialMar 2024 to now
- Unemployed/travelAug 2023 to Mar 2024
- Colorado Financial Management, LLC, A Lido CompanyApr 2023 to Aug 2023
- UnemployedMay 2022 to Jan 2023
- Withum Wealth ManagementJan 2022 to May 2022
- Lido Advisors, LLCJan 2022 to Apr 2022
- Fisher InvestmentsJan 2008 to Jan 2022
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 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
- 4707414
- Firm CRD
- 144316