Robert Rall, financial advisor Merritt Island FL

Robert Rall

CRD Number: 2142491
Current Firm: Rall Capital Management, Inc.

Robert Rall (CRD# 2142491) is an Investment Advisor Representative working at Rall Capital Management, Inc. in Cocoa, FL and has over 21 years of experience in the finance industry. Robert Rall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rall Capital Management, Inc. Melbourne, FL Sep 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Rall
Phone Number: 321-452-1251
Advisor Website: http://www.RallCapital.com
Registered State(s):
  • FL
  • GA
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    94
    MILLIONS
  • Total Number of Accounts
    459
    ACCOUNTS
  • Average Account Value
    $205,250
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, GA, OH, TX

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