Robert WayneCRD Number: 725009
Current Firm: Spc
Robert Wayne (CRD# 725009) is an Investment Advisor Representative working at Spc in Lake Bluff, IL and has over 41 years of experience in the finance industry.
Mutual Of Omaha Investor Services, Inc.
Cetera Investment Advisers LLC
Raymond James Financial Services Advisors, Inc.
|Sigma Planning Corp.||Lake Bluff, IL||Oct 1998 - Current||23|
|Sigma Financial Corporation||Ann Arbor, MI||Oct 1995 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1981|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Total Assets Under Management6,859MILLIONS
Total Number of Accounts36,841ACCOUNTS
Average Account Value$186,188
- 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
- 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
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, WY
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