Robert NetzlyCRD Number: 5563421
Current Firm: Creative Financial Designs, Inc.
Robert Netzly (CRD# 5563421) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Hollister, CA and has over 8 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|
|First Pres. Church Of Hollister||Hollister, CA||Aug 2006 - Jun 2007||< 1|
|Al Sanchez Vw Mazda||Gilroy, CA||Jun 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management800MILLIONS
Total Number of Accounts6,786ACCOUNTS
Average Account Value$117,869
- 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 businesses (other than small businesses) or institutional clients
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV