Robert Fazo (CRD# 2799015) is an Investment Advisor Representative working at Primerica Advisors in Sugar Grove, PA and has over 27 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 4146223
Ubs Financial Services Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | San Jose, CA | Aug 1996 - Current | 27 |
| Primerica Financial Services | San Jose, CA | Aug 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1996 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- CA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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