Robert Gillen, financial advisor Baton Rouge LA
90 score

Robert Gillen

CRD Number: 6010519
Current Firm: Investment Advisors

Robert Gillen (CRD# 6010519) is an Investment Advisor Representative working at Investment Advisors in Baton Rouge, LA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. Baton Rouge, LA Jul 2015 - Current 1
Unemployed Denham Springs, LA Apr 2015 - Jun 2015 < 1
Edward Jones St Louis, MO Jan 2012 - Apr 2015 3
Louisiana Land Bank Hammond, LA May 2006 - Dec 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Robert M. Gillen
Phone Number: 800-288-3035
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    1,998
    MILLIONS
  • Total Number of Accounts
    14,898
    ACCOUNTS
  • Average Account Value
    $134,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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