Robert Sloan, financial advisor Jupiter FL
93 score

Robert Sloan

CRD Number: 1052005
Current Firm: Primerica Advisors

Robert Sloan (CRD# 1052005) is an Investment Advisor Representative working at Primerica Advisors in Jupiter, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Jupiter, FL Feb 1991 - Current 25
Pfs Investments Inc. Jupiter, FL Oct 1985 - Current 31
Palm Beach County School System West Palm Beach, FL Oct 1991 - May 2011 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for Robert K. Sloan
Phone Number: 800-544-5445
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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