Robert BedritisCRD Number: 1058646
Current Firm: Oswego Wealth Management LLC
Robert Bedritis (CRD# 1058646) is an Investment Advisor Representative working at Oswego Wealth Management LLC in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Smb Financial Services, Inc.
Cable Hill Partners, LLC
|Oswego Wealth Management Inc.||Lake Oswego, OR||May 2015 - Current||2|
|Lpl Financial, LLC||Lake Oswego, OR||Mar 2015 - Current||3|
|Craig Childress, Inc.||Lake Oswego, OR||Feb 2015 - Mar 2017||2|
|Paradigm Capital Group||Lake Osweego, OR||Nov 2014 - Mar 2015||< 1|
|Princor Financial Services Corporation||Lake Oswego, OR||Sep 2014 - Feb 2015||< 1|
|Principal Life Insurance Company||Lake Oswego, OR||Sep 2014 - Feb 2015||< 1|
|Strategic Capital Alternatives, LLC||Gig Harbor, WA||Feb 2014 - Sep 2014||< 1|
|Aequitas Capital||Portland, OR||May 2013 - Jan 2014||< 1|
|Ram Investment Partners, LLC||Bellevue, WA||Apr 2012 - Mar 2013||< 1|
|Proequities, Inc.||Portland, OR||Jun 2008 - Feb 2013||4|
|Protective Life||Cincinnati, OH||Dec 2007 - Feb 2013||5|
|Provest Capital Management||Lake Oswego, OR||Jun 2010 - Jun 2012||2|
|Wealth Strategies Group, LLC||Lake Oswego, OR||Jan 2008 - Jun 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management78MILLIONS
Total Number of Accounts648ACCOUNTS
Average Account Value$120,708
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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