Robert Menzies (CRD# 6108712) is an Investment Advisor Representative working at Pembroke Asset Advisors, LLC in Henderson, NV and has over 11 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pembroke Tax And Business Advisors | Henderson, NV | Nov 2016 - Current | 7 |
| The Wetlands Conservancy | Portland, OR | Jan 2016 - Current | 8 |
| Pembroke Asset Advisors, LLC | Henderson, NV | Sep 2014 - Current | 9 |
| Pembroke Insurance Advisors | Henderson, NV | Sep 2014 - Current | 9 |
| Braeside Farms LLC | Estacada, OR | Jan 2000 - Current | 24 |
| Oregon Institute Of Technology | Wilsonville, OR | Jan 2005 - Jun 2017 | 12 |
| Pueblo A Pueblo | Washington, DC | May 2013 - Dec 2016 | 3 |
| Scaa | Long Beach, CA | Apr 2014 - Nov 2015 | 1 |
| Motivespace | Portland, OR | Feb 2014 - May 2015 | 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Estacada, OR | Jan 2013 - Sep 2014 | 1 |
| Waddell & Reed Inc. | Portland, OR | Aug 2012 - Sep 2014 | 2 |
| Portland Csa Coalition | Troutdale, OR | Dec 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- MD
- NV
- OR
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts337ACCOUNTS
-
Average Account Value$89,458
- 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
MD, NV, OR
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