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Paladin Research Report For:

Troy Robertson

Copley Financial Group, Inc.

2650 Camino Del Rio N. Suite 350
San Diego, CA 92108
619-294-6008

About Troy Robertson

We provide value that involves more than just investment advice. Our advice is an outcome of personal relationships and comprehensive planning. We thrive on providing an extraordinary retirement planning experience by crafting sophisticated plans that unites all the parts of your financial life together.

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General Information

Firm Start Year
  • 1990
No. of Employees
  • 10-19

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.financialplannersandiego.com/disclosure

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889608/paladinregistry-Copley-Financial-Group,-Inc.-detailed-disclosure.html

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