Robert Finch (CRD# 2314535) is an Investment Advisor Representative working at Robert M. Finch Consulting, LLC in Bloomfield, CT and has over 30 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert M. Finch Consulting | Farmington, CT | Jan 2001 - Current | 23 |
| Central Connecticut State University | New Britain, CT | Sep 2002 - May 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1993 |
- CT
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$3,455,294
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
CT
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