Robert Lybbert (CRD# 7451138) is an Investment Advisor Representative working at Elite Wealth Management, Inc. in Kirkland, WA and has over 2 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Elite Wealth Management, Inc. | Kirkland, WA | Nov 2023 - Current | < 1 |
Lattice Capital Management LLC | Kirkland, WA | Nov 2023 - Current | < 1 |
Elite Wealth Management, Inc. | Kirkland, WA | Sep 2021 - Nov 2023 | 2 |
Lattice Capital Management LLC | Kirkland, WA | Sep 2021 - Nov 2023 | 2 |
Keybank Na | Kirkland, WA | Jun 2021 - Sep 2021 | < 1 |
Keybank Na | Sammamish, WA | Jun 2020 - Jun 2021 | 1 |
Western Washington University | Bellingham, WA | Sep 2019 - Jun 2020 | < 1 |
Keybank Na | Redmond, WA | Jun 2019 - Sep 2019 | < 1 |
Western Washington University | Bellingham, WA | Sep 2018 - Jun 2019 | < 1 |
Central Washington Management Company | Quincy, WA | May 2017 - Sep 2018 | 1 |
Columbia Water Sport Rentals | Quincy, WA | May 2016 - Sep 2018 | 2 |
Ephrata High School | Ephrata, WA | Aug 2017 - Jun 2018 | < 1 |
Ephrata High School | Ephrata, WA | Aug 2016 - Jun 2017 | < 1 |
Ephrata High School | Ephrata, WA | Aug 2015 - Jun 2016 | < 1 |
Ephrata High School | Ephrata, WA | Aug 2014 - Jun 2015 | < 1 |
Ephrata Middle School | Ephrata, WA | Aug 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- OR
- WA
-
Total Assets Under Management996MILLIONS
-
Total Number of Accounts1,754ACCOUNTS
-
Average Account Value$568,035
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
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