Robert GearingCRD 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
Tobias Financial Advisors
|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|
Total Assets Under Management144MILLIONS
Total Number of Accounts466ACCOUNTS
Average Account Value$309,013
- 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 investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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