Robert Morin (CRD# 2384249) is an Investment Advisor Representative working at Cs Planning Corp in Jackson, WY and has over 30 years of experience in the finance industry.
CRD# 2687985
Beddow Capital Management Inc.
CRD# 2906160
Beplat Asset Management, Inc.
CRD# 1187914
Alupka Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp. | Portland, OR | Aug 2023 - Current | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Oct 2010 - Current | 13 |
| Morin Private Client Group, LLC | Jackson Hole, WY | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WY
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Total Assets Under Management958MILLIONS
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Total Number of Accounts4,650ACCOUNTS
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Average Account Value$205,991
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
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