Robert SpauldingCRD Number: 4595381
Current Firm: Trustmark Investment Advisors, Inc.
Robert Spaulding (CRD# 4595381) is an Investment Advisor Representative working at Trustmark Investment Advisors, Inc. in Jackson, MS and has over 14 years of experience in the finance industry.
Asset Dedication, LLC
Bergland Wealth Management, Inc.
Wells Fargo Advisors Financial Network, LLC
|Trustmark Investment Advisors, Inc.||Jackson, MS||Mar 2003 - Current||14|
|Trustmark National Bank||Jackson, MS||Aug 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2003|
Total Assets Under Management1,500MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$1,500,227,933
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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