Robert Netzly, financial advisor Hollister CA
93 score

Robert Netzly

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Robert J. Netzly
Phone Number: (877) 658-9473
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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