Robert Siddoway (CRD# 5726407) is an Investment Advisor Representative working at Tetrant Financial in Gilbert, AZ and has over 14 years of experience in the finance industry. Robert Siddoway 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tetrant Legal | Gilbert, AZ | Oct 2016 - Current | 7 |
| Tetrant Financial | Gilbert, AZ | Oct 2013 - Current | 10 |
| Tetrant LLC | Gilbert, AZ | Sep 2009 - Current | 14 |
| Dana & Associates | Mesa, AZ | Mar 2017 - Jun 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S66 | NASAA Uniform Combined State Law Examination | May 2011 |
- AZ
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts39ACCOUNTS
-
Average Account Value$114,713
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ
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