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 9 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||10|
|Big Brothers Big Sisters Of Johnson County||Iowa City, IA||Aug 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management333MILLIONS
Total Number of Accounts622ACCOUNTS
Average Account Value$536,035
- 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, KY, MN, MO, UT, WI