Robert NetzlyCRD Number: 5563421
Current Firm: Inspire
Robert Netzly (CRD# 5563421) is an Investment Advisor Representative working at Inspire in Hollister, CA and has over 9 years of experience in the finance industry.
Rnp Advisory Services, Inc.
Cambridge Investment Research Advisors, Inc.
Johanson Financial Advisors, Inc.
|Cfd Investments||Kokomo, IN||Jul 2015 - Current||2|
|Creative Financial Designs||Kokomo, IN||Jul 2015 - Current||2|
|Cwm Advisors, LLC||Hollister, CA||Jun 2014 - Current||3|
|Next Financial Group, Inc.||Houston, TX||May 2011 - Jul 2015||4|
|Wells Fargo Advisors, LLC||Carmel, CA||Jan 2011 - May 2011||< 1|
|Wells Fargo Investments, LLC||Carmel, CA||May 2008 - May 2011||3|
|Al Sanchez/gilroy Volkswagen Mazda||Gilroy, CA||Jun 2007 - May 2008||< 1|
|Peacemakers Academy Of Self Defense||Hollister, CA||Mar 2007 - Mar 2008||1|
|Cross The Line||Hollister, CA||Oct 2004 - Mar 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management56MILLIONS
Total Number of Accounts374ACCOUNTS
Average Account Value$149,323
- 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 investment companies (as well as "business development companies")
- Pension consulting services
CA, HI, IN, KY, LA, MI, MO, OH, OK, TN, TX, VA
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