Advisor at Reliance Investing, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Reliance Investing, Inc.
Location
San Diego, CA 92111
Credentials
Series 63, Series 65
Industry experience
21 years
Robert Cenko is a financial advisor at Reliance Investing, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sterling Global Strategies, LLC and Northwestern Wealth Management, Inc. In addition to his advisory work, Mr. Cenko is an insurance agent and spends part of his time on insurance-related activities. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts. The firm focuses on diversified, systematic portfolios with ongoing monitoring and offers services primarily to non-high-net-worth clients.
Based on Reliance Investing, Inc.
$0+: Up to 2% annually (negotiated case-by-case) $0+: Up to 1% annually for Pension Consulting (negotiated case-by-case)
Insurance commissions earned by some Investment Advisor Representatives for insurance products, separate from advisory fees
Fee-only: Fee-only discretionary portfolio management services; fees based on percentage of AUM
8322 Claremont Mesa Blvd. Suite 110
San Diego, CA 92111
California
Reliance Investing, Inc.
2018 - Present (8 years)
Sterling Global Strategies, LLC
2017 - 2017 (1 year)
Northwestern Wealth Management, Inc.
2015 - Present (11 years)
Northwest Asset Management
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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