Robert Omer, financial advisor Cranberry Township PA
90 score

Robert Omer

CRD Number: 5482976
Current Firm: 1st Global Advisors Inc.

Robert Omer (CRD# 5482976) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Cranberry Township, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Advisors, Inc. Carnegie, PA Jul 2010 - Current 6
1st Global Capital Corp Carnegie, PA Jul 2010 - Current 6
Rlo & Company Carnegie, PA May 1991 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Robert L. Omer
Phone Number: 214-294-5000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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