Pacific Global Investment Management
42yrs
Top advisor by experience in Glendale
27yrs
Robert Gillard is a fiduciary financial advisor in Glendale, California, with 27 years in the industry. Robert joined LPL Financial in 2013, after eight years at California Financial Partners and two years at The Heymont Group Wealth Management and Retirement Solutions. Robert holds the CFP® designation.
One of 192 advisors with offices in Glendale, and one of 165 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office700 N Brand Blvd, Suite #640, Glendale, CA 91203
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – now
- 2016 – 2023California Financial PartnersPreviously
- Nov 2014 – Dec 2015California Financial PartnersPreviously
- May 2013 – Nov 2014The Heymont Group Wealth Management and Retirement SolutionsPreviously
- 2013 – nowLPL Financial LLCCurrent firm
- Mar 2012 – Apr 2013Strategic Advisers LLCPreviously
- 2007 – 2012UBS Financial Services Inc.Previously
- 2001 – 2007Deutsche Bank Securities Inc.Previously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. 700 N Brand Blvd, Suite #640Glendale, CA 91203Office · Get directions Facebook pageLPL Financial
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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?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Robert
How do I contact Robert?
Call LPL Financial at (704) 733-3300 and ask for Robert Gillard. Robert works from the Glendale, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. 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?
LPL Financial 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.
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