Robert MyersCRD Number: 5394621
Current Firm: World Trend Financial Planning Services, Ltd.
Robert Myers (CRD# 5394621) is an Investment Advisor Representative working at World Trend Financial Planning Services, Ltd. in Iowa City, IA and has over 10 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|World Trend Financial Planning Services Ltd.||Cedar Rapids, IA||Jan 2007 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management394MILLIONS
Total Number of Accounts730ACCOUNTS
Average Account Value$539,253
- 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
AR, AZ, CA, CO, CT, FL, IA, IL, LA, MI, MN, MO, PA, SD, TX, UT, WI