Robert WeissbeinCRD Number: 1089065
Current Firm: First Allied Advisory Services, Inc.
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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|First Allied Securities, Inc.||San Diego, CA||Feb 2014 - Current||4|
|Frist Allied Advisory Services, Inc.||Chesterfield, MO||Feb 2014 - Current||4|
|Complete Financial, Inc.||Plantation, FL||Jan 2000 - Current||18|
|Various Insurance Companies||Plantation, FL||Jan 1995 - Current||23|
|Capital Guardian, LLC||Davie, FL||Dec 2012 - Feb 2014||1|
|Capital Guardian Wealth Management, LLC||Davie, FL||Dec 2012 - Feb 2014||1|
|Newbridge Securities Corporation||Plantation, FL||Feb 2007 - Dec 2012||5|
|Wlg & Global Equity Lending||Suwauee, GA||Jan 2004 - Dec 2008||4|
|United Securities Alliance||Plantation, FL||Jan 2003 - Feb 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1983|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management4,543MILLIONS
Total Number of Accounts23,384ACCOUNTS
Average Account Value$194,276
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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