Robert Boylen (CRD# 1608814) is an Investment Advisor Representative working at Robert Charles Capital Management in Grand Rapids, MI and has over 37 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Robert Charles Capital Management | Grand Rapids, MI | Feb 2016 - Current | 8 |
Unemployed | Grand Rapids, MI | Jul 2014 - Feb 2016 | 1 |
Norris Perne & French LLP | Grand Rapids, MI | Jan 1993 - Jul 2014 | 21 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1987 |
S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- TX
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Total Assets Under Management81MILLIONS
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Total Number of Accounts95ACCOUNTS
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Average Account Value$856,479
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
MI, TX
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