ROBERT DANIEL FALCONER is an investment adviser representative (IAR) with state registration records since 2012, appearing at 3 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-10-29 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2014-06-23 | 2019-07-02 | — |
| SUMMITRY, LLC | 2013-07-23 | 2014-08-06 | — |
| FISHER ASSET MANAGEMENT, LLC | 2012-12-14 | 2013-05-28 | — |