Robert FeniliCRD Number: 6394941
Current Firm: Northwest Quadrant Wealth Management
Robert Fenili (CRD# 6394941) is an Investment Advisor Representative working at Northwest Quadrant Wealth Management in Bend, OR and has over 3 years of experience in the finance industry.
Kleinsmith Resource Management, LLC
Sheppard Wealth Management, LLC
Securities America Advisors, Inc.
|Lpl Financial||Bend, OR||Nov 2014 - Current||3|
|Northwest Quadrant, LLC||Bend, OR||Sep 2014 - Current||3|
|Satellite Specialized Transportation||Bend, OR||Jan 2014 - Sep 2014||< 1|
|Educational Development Associates||Bend, OR||Aug 2012 - Dec 2013||1|
|City University London||London,||Jun 2011 - Aug 2012||1|
|Portland Useac Commercial Service/ita||Portland, OR||Dec 2010 - Jul 2011||< 1|
|University Of Oregon School Of Law||Eugene, OR||Jun 2008 - May 2011||2|
|University Of Oregon School Of Law||Eugene, OR||Sep 2009 - Jun 2010||< 1|
|Portland State University||Portland, OR||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Dec 2014|
Total Assets Under Management263MILLIONS
Total Number of Accounts980ACCOUNTS
Average Account Value$268,776
- 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
- Publication of periodicals or newsletters
AK, AZ, CA, CO, ID, LA, NH, NV, OR, TX, WA
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