Robert Pearl (CRD# 6024493) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in Troy, MI and has over 11 years of experience in the finance industry. Robert Pearl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Triad Advisors | Norcross, GA | Jun 2023 - Current | < 1 |
Triad Hybrid Solutions | Norcross, GA | Jun 2023 - Current | < 1 |
Cetera Advisors LLC | Livonia, MI | Sep 2022 - Jun 2023 | < 1 |
Sageview Advisory Group, LLC | Newport Beach, CA | Sep 2021 - Jun 2023 | 1 |
First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Sep 2022 | 1 |
First Allied Securities, Inc. | San Diego, CA | Mar 2017 - Sep 2022 | 5 |
First Allied Advisory Services, Inc. | San Diego, CA | Apr 2017 - Nov 2020 | 3 |
Cig Asset Management, Inc. | Southfield, MI | Apr 2016 - Mar 2017 | < 1 |
Cig Capital Advisors | Southfield, MI | Apr 2016 - Mar 2017 | < 1 |
Cig Securities, Inc. | Southfield, MI | Apr 2016 - Mar 2017 | < 1 |
Cig Risk Management, Inc. | Southfield, MI | Apr 2016 - Mar 2017 | < 1 |
Edward Jones | St Louis, MO | Sep 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- AK
- AZ
- CA
- CO
- FL
- IN
- MD
- MI
- NV
- NM
- OH
- PA
- TX
- VA
-
Total Assets Under Management4,939MILLIONS
-
Total Number of Accounts20,269ACCOUNTS
-
Average Account Value$243,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.