Robert Weissbein, financial advisor Naples FL

Robert Weissbein

CRD Number: 1089065
Current Firm: Lincoln Investment
Compensation Model: Both

Robert "Bob" Weissbein (CRD# 1089065) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Cooper City, FL and has over 34 years of experience in the finance industry.

 

Bob began his career in financial services in December 1982 with a Wall Street Investment firm. After undergoing extensive training for 5 months Bob began working with clients in Clearwater Florida. Many had recently retired to Florida from “up North” having sold their business, their house, or separated from employment with some company. All had one thing in common. A lump sum of money and little experience with creating and income from such a sum that they would feel comfortable could last them for their lives while leaving a legacy for their children.

While “Income Planning” is currently a “hot topic” among advisors, Bob has been doing it for more than 30 years.

 

In addition to recent retirees Bob works with many clients who are committed to their financial future and need help navigating the course to pursue their goals. With longevity comes the satisfaction of assisting many individuals and families who became clients when they were in their late 40’s and early 50’s to their 60’s and who are now in their 70’s - 90’s and enjoying the benefits of the relationship with Bob and guidance he has provided over the years.

 

Many clients rely of Bob for financial advice outside of their investments including evaluating offers of employment, purchases and sales of their businesses, major purchases and financing arrangements.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Dec 2023 - Current < 1
Capital Analysts Fort Washington, PA Dec 2023 - Current < 1
Complete Financial Wealth Naples, FL Dec 2022 - Current 1
Complete Financial, Inc. Plantation, FL Jan 2000 - Current 24
Cetera Advisors LLC St Cloud, MN Sep 2022 - Dec 2023 1
First Allied Advisory Services Schaumburg, IL Nov 2020 - Dec 2023 3
First Allied Securities, Inc. San Diego, CA Feb 2014 - Sep 2022 8
Frist Allied Advisory Services, Inc. Chesterfield, MO Feb 2014 - Nov 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
Contact Info for Robert S. Weissbein
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

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Data verified by both the advisor and the public regulatory data.

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