Robert Fogarty (CRD# 4130324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Salem, OR and has over 7 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2795104
True Private Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America N.a. | Salem, OR | Nov 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salem, OR | Sep 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Jul 2020 - Sep 2022 | 2 |
| Unemployed/laid Off | Portland, OR | Apr 2020 - Jul 2020 | < 1 |
| Percasso Coffee | Portland, OR | Nov 2019 - Mar 2020 | < 1 |
| England Logistics | Portland, OR | Apr 2019 - Nov 2019 | < 1 |
| Nylife Securities LLC | Portland, OR | Dec 2018 - Apr 2019 | < 1 |
| New York Life Insurance Company | Portland, OR | Nov 2018 - Apr 2019 | < 1 |
| Trillium Family Services | Portland, OR | Oct 2009 - Dec 2018 | 9 |
| Country Financial | Clackamas, OR | Dec 2017 - Oct 2018 | < 1 |
| Foresters Financial | Beaverton, OR | Aug 2017 - Dec 2017 | < 1 |
| Jp Morgan Securities LLC | West Linn, OR | Oct 2016 - Aug 2017 | < 1 |
| Jpmorgan Chase Bank | West Linn, OR | Oct 2016 - Aug 2017 | < 1 |
| Kobos Coffee / Groundwork Coffee | Portland, OR | Oct 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.