Robert SloanCRD 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.
Castle Wealth Management
Castle Wealth Management
Financial Security Services, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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