Robert Eppler (CRD# 7437134) is an Investment Advisor Representative working at &partners in Nashville, TN and has over 2 years of experience in the finance industry.
CRD# 5393857
Captrust
CRD# 2459919
Rbc Capital Markets, LLC
CRD# 1443047
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| &partners, LLC | Nashville, TN | Apr 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Ann Arbor, MI | Sep 2021 - Apr 2024 | 2 |
| Intuitive Surgical Inc. | Sunnyvale, CA | Apr 2018 - Aug 2021 | 3 |
| Divine Child High School | Dearborn, MI | Aug 2012 - Apr 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MI
- TX
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Total Assets Under Management1,173MILLIONS
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, 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, ND, 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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