Robert Irby, financial advisor Columbus NE

Robert Irby

CRD Number: 4817177
Current Firm: Commonwealth Financial Network

Robert Irby (CRD# 4817177) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbus, NE and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Netwok San Diego, CA Sep 2017 - Current 6
Columbus Community Hospital Foundation Columbus, NE May 2014 - Current 9
Irby Discovery, LLC Columbus, NE Aug 2011 - Current 12
Various Insurance Carriers For W & R Insurance Agencies Columbus, NE Nov 2004 - Current 19
Waddell & Reed, Inc. Columbus, NE Jun 2004 - Sep 2017 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2004
Contact Info for Robert W. Irby
Phone Number: 781-736-0700
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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