Robert Oberstein (CRD# 3175765) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Encino, CA and has over 8 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verus Capital Partners, LLC | Encino, CA | Jun 2021 - Current | 2 |
| Lpl Financial LLC | Encino, CA | Jun 2021 - Current | 2 |
| Rso Advisors, LLC | Encino, CA | Sep 2010 - Current | 13 |
| Avantax Advisory Services | Encino, CA | Oct 2019 - Jun 2021 | 1 |
| Avantax Investment Services, Inc. | Encino, CA | Oct 2019 - Jun 2021 | 1 |
| Avantax Insurance Services, Inc. | Encino, CA | Jul 2015 - Jun 2021 | 5 |
| 1st Global Advisors, Inc. | Encino, CA | Jul 2015 - Oct 2019 | 4 |
| 1st Global Capital Corp. | Dallas, TX | Jun 2015 - Oct 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
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Total Assets Under Management1,564MILLIONS
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Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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