Newport Securities
43yrs
Top advisor by experience in Temecula
13yrs
Robert Bender
Financial advisor at Wells Fargo Advisors
Robert Bender is a fiduciary financial advisor in Temecula, California, with 13 years in the industry. After three years at U.S. Bancorp Investments and three years at Bancwest Investment Services, Robert joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 166 advisors with offices in Temecula, and one of 148 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office27555 Ynez Road Suite 120, Temecula, CA 92591
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2017 – 2020U.S. Bancorp Investments, Inc.Previously
- 2014 – 2017Bancwest Investment Services, Inc.Previously
- Apr 2014 – Nov 2014Waddell & ReedPreviously
Contact Robert
Local office(951) 676-5528Ask for Robert. (314) 875-3000Main office · St. Louis, MO 27555 Ynez Road Suite 120Temecula, CA 92591Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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.
- 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?
- 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 Robert’s local office at (951) 676-5528 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Bender.
How long has Robert been a financial advisor?
Robert has been in the industry since 2014, about 13 years. 13 years in the industry.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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
Ameriprise Financial Services
43yrs
Top 1% by experience in Temecula
Primerica Advisors
39yrs
Top 2% by experience in Temecula
Vineyard Wealth Advisory
39yrs
Top 2% by experience in Temecula
Cetera Investment Advisers
37yrs
Top 3% by experience in Temecula
LPL Financial
35yrs
Top 4% by experience in Temecula