Robert Caron, financial advisor Beavercreek OH

Robert Caron

CRD Number: 4592041
Current Firm: Westminster Financial Advisory Corp

Robert Caron (CRD# 4592041) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Westminster Financial Advisory Corporation Vandalia, OH Feb 2010 - Current 14
Westminster Financial Securities, Inc. Vandalia, OH Feb 2010 - Current 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Robert J. Caron
Phone Number: 937-898-5010
Registered State(s):
  • CA
  • CO
  • FL
  • ME
  • MD
  • MA
  • NH
  • NJ
  • SC
  • VT
By the Numbers
  • Total Assets Under Management
    748
    MILLIONS
  • Total Number of Accounts
    2,007
    ACCOUNTS
  • Average Account Value
    $372,919
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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