LPL Financial
47yrs
Top advisor by experience in San Diego
30yrs
Robert Smith is a fiduciary financial advisor in San Diego, California, with 30 years in the industry. Robert joined Sovran Advisors in 2024, after seven years at MML Investors Services and two years at MSI Financial Services. Robert holds the ChFC designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 17% by experience in San Diego
Office3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
FirmSovran Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$440,191
Advisors at the firm62
States licensed ?2 states
Services through Sovran Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowSovran Advisors, LLCCurrent firm
- 2017 – 2024MML Investors Services, LLCPreviously
- 2014 – 2017MSI Financial Services, Inc.Previously
- 2009 – 2014Securian Financial Services, Inc.Previously
Contact Robert
(619) 281-9890Sovran Advisors main office 3131 Camino Del Rio N. Suite 800San Diego, CA 92108Office · Get directions Firm websitewww.wealthadvisorysolutions.net
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Sovran Advisors at (619) 281-9890 and ask for Robert Smith. Robert works from the San Diego, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 30 years. Top 17% by experience in San Diego.
What licenses does Robert hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Sovran Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stratos Wealth Partners
47yrs
Top 1% by experience in San Diego
LPL Financial
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
Wedbush Securities
47yrs
Top 1% by experience in San Diego
UBS Financial Services
46yrs
Top 1% by experience in San Diego