Robert Frailey (CRD# 2924243) is an Investment Advisor Representative working at Rwf Wealth Management LLC in Naples, FL and has over 26 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Rwf Wealth Management LLC | Naples, FL | Apr 2019 - Current | 4 |
Integra Capital Advisors | Bradenton, FL | Aug 2017 - Current | 6 |
Admiralty Point | Naples, FL | Jun 2015 - Current | 8 |
Platinum Wealth Partners | Tampa, FL | May 2016 - Jul 2017 | 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2015 - Jul 2017 | 2 |
Capitalrock Investments, LLC | Naples, FL | Jan 2015 - Jun 2016 | 1 |
The Guardian Life Insurance Company Of America | Naples, FL | Aug 2014 - Jan 2015 | < 1 |
Park Avenue Securities LLC | Naples, FL | Aug 2014 - Jan 2015 | < 1 |
The Guardian Life Insurance Company Of America | Fort Myers, FL | Dec 2010 - Aug 2014 | 3 |
Park Avenue Securities LLC | Fort Myers, FL | Dec 2010 - Aug 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 1997 |
- FL
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$292,683
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
FL
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