Robert Barley (CRD# 4476883) is an Investment Advisor Representative working at Amplio Wealth Management, Inc. in Austin, TX and has over 22 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amplio Wealth Management, Inc. | Austin, TX | Jan 2004 - Current | 20 |
| Lpl Financial LLC | Austin, TX | Jan 2004 - Current | 20 |
| Advisor Resource Council (formerly: 360 Wealth Management, Llc) | Austin, TX | Dec 2013 - Nov 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2004 |
- TX
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$286,234
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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