Robert Trujillo, financial advisor Kenansville NC
78 score

Robert Trujillo

CRD Number: 6150137
Current Firm: Royal Alliance Associates, Inc.

Robert Trujillo (CRD# 6150137) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Kenansville, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Beulaville, NC Mar 2014 - Current 2
Edward Jones St. Louis, MO Dec 2012 - Feb 2014 1
Nek Asg. Sneads Ferry, NC Apr 2011 - Dec 2012 1
Miller-motte College Jacksonville, NC Jun 2011 - May 2012 < 1
Green Monster Solar Solutions Austin, TX Nov 2010 - Mar 2011 < 1
Homeland Security Solutions Inc. Havelock, NC Oct 2008 - Oct 2010 2
Miracle Insurance Raleigh, NC Nov 2005 - Oct 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Trujillo
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    4,629
    MILLIONS
  • Total Number of Accounts
    19,113
    ACCOUNTS
  • Average Account Value
    $242,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
78

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