Robert Gearing, financial advisor Boca Raton FL
93 score

Robert Gearing

CRD Number: 873841
Current Firm: Winning Points Advisors, LLC

Robert Gearing (CRD# 873841) is an Investment Advisor Representative working at Winning Points Advisors, LLC in Boca Raton, FL and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Winning Points Advisors, LLC Boca Raton, FL Apr 2010 - Current 6
Lpl Financial Boca Raton, FL May 2010 - Apr 2011 < 1
Legend Securities New York, NY Jan 2010 - Feb 2010 < 1
Kiley Partners, Inc. Palm Beach Gardens, FL Oct 2009 - Dec 2009 < 1
Mutual Service Corporation Detroit, MI Mar 1989 - Sep 2009 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1981
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Robert E. Gearing
Phone Number: 561-367-9111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $309,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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

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