Robert Barth (CRD# 7722502) is an Investment Advisor Representative working at Aventine Financial Group in Doylestown, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aventine Financial Group | Doylestown, PA | Jun 2022 - Current | 1 |
| Rsm Us LLP | Blue Bell, PA | Oct 2016 - Jun 2022 | 5 |
| Unemployed | Phoenixville, PA | Jun 2016 - Oct 2016 | < 1 |
| Student At Montgomery County Community College | Phoenixville, PA | May 2015 - Jun 2016 | 1 |
| Student @ Widener University | Chester, PA | Apr 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- PA
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts255ACCOUNTS
-
Average Account Value$377,740
- 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
FL, NJ, NY, PA, TX
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.