Robert Bergstrom (CRD# 1701030) is an Investment Advisor Representative working at Robert Bergstrom in Bothell, WA and has over 36 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 6886032
Capital Partners Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert Bergstrom | Bothell, WA | Mar 1988 - Current | 36 |
| Robert Bergstrom | Bothell, WA | Aug 1978 - Dec 2019 | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
- WA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$812,139
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
WA
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