Robert West, financial advisor Catoosa OK
98 score

Robert West

CRD Number: 6274861
Current Firm: Edward Jones
Compensation Model: Both

Robert West (CRD# 6274861) is an Investment Advisor Representative working at Edward Jones in Catoosa, OK and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2013 - Current 3
Cherokee Nation Businesses Catoosa, OK Aug 2012 - Dec 2013 1
First Bank Of Owasso Owasso, OK Jun 2009 - Aug 2013 4
Citizens Bank Of Edmond Edmond, OK Jun 2005 - Jun 2009 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Feb 2014
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Robert B. West
Phone Number: (918) 266-4524
Registered State(s):
  • OK
  • TX
  • KS
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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