Robert Seid (CRD# 6451841) is an Investment Advisor Representative working at Blue Summit Wealth Management in La Mesa, CA and has over 6 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Summit Wealth Management | La Mesa, CA | Jun 2018 - Current | 5 |
| Blue Summit Wealth Management | La Mesa, CA | Feb 2015 - Current | 9 |
| Beojiko Corporation | Seattle, WA | Jun 2010 - Current | 13 |
| Cetera Advisors LLC | Denver, CO | May 2017 - Jun 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- AZ
- TX
-
Total Assets Under Management172MILLIONS
-
Total Number of Accounts607ACCOUNTS
-
Average Account Value$283,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, OR, TX, UT
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