Robin Robert (CRD# 1537398) is an Investment Advisor Representative working at Equitable Advisors, LLC in Bellevue, WA and has over 25 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Sep 1999 - Current | 25 |
Axa Advisors, LLC | New York, NY | Sep 1999 - Jun 2020 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2010 |
S65 | NASAA Investment Advisors Law Examination | Apr 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AL
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Total Assets Under Management32,266MILLIONS
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Total Number of Accounts81,035ACCOUNTS
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Average Account Value$398,177
- 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, 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
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