Robert Friedman, financial advisor Bannockburn IL
93 score

Robert Friedman

CRD Number: 1977558
Current Firm: Nfp Advisor Services, LLC

Robert Friedman (CRD# 1977558) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Bannockburn, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
State Mutual Career Agent/rabjohns Finan Des Plaines, IL Apr 1988 - Current 28
Nfp Securities, Inc. Austin, TX Dec 2003 - Apr 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Robert A. Friedman
Phone Number: 512-697-6000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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