Robert BemCRD Number: 1129451
Current Firm: Bb&t Investment Services, Inc.
Robert Bem (CRD# 1129451) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Charlotte, NC and has over 33 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Bbtis||Bethlehem, PA||Jul 2016 - Current||1|
|Cetera Investment Advisers LLC||Bethlehem, PA||Jan 2014 - Jul 2016||2|
|National Penn Bank||Whitehall, PA||Mar 2008 - Jul 2016||8|
|Cetera Investment Services||St. Cloud, MN||Oct 2007 - Jul 2016||8|
|Keystone Nazareth Bank & Trust||Whitehall, PA||Jan 2004 - Mar 2008||4|
|Knbt Securities||Bethlehem, PA||Mar 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV