Robert Judge, financial advisor Des Peres MO
96 score

Robert Judge

CRD Number: 1147009
Current Firm: Invest Financial Corporation

Robert Judge (CRD# 1147009) is an Investment Advisor Representative working at Invest Financial Corporation in Des Peres, MO and has over 29 years of experience in the finance industry. Robert Judge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Invest Financial Corporation Des Peres, MO Sep 2009 - Current 7
Montgomery Wealth Management St.louis, MO Feb 2008 - Sep 2009 1
Linsco/private Ledger Corp. St. Louis, MO Aug 2007 - Dec 2007 < 1
Midwest Bankcentre St. Louis, MO Aug 2007 - Aug 2007 < 1
First St Louis Securities, Inc. St Louis, MO Mar 2001 - Aug 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1987
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Robert V. Judge
Phone Number: (813) 880-5300
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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