Robert LittleCRD Number: 4726747
Current Firm: Capacuity LLC
Robert Little (CRD# 4726747) is an Investment Advisor Representative working at Capacuity LLC in Lake Mary, FL and has over 22 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Capacuity LLC||300 International Parkway Suite 350, FL||Jul 2018 - Current||3|
|Capacuity, LLC||Lake Mary, FL||Jul 2018 - Current||3|
|Sentinel Fiduciary Services, Inc.||Orlando, FL||Jul 2004 - Current||17|
|Lamco Advisory Services, Inc.||Lake Mary, FL||Aug 2013 - Jun 2018||4|
|Andco Consulting||Orlando, FL||Jan 2006 - May 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Total Assets Under Management3,889MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$105,097,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI
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