Robert Kasten, financial advisor League City TX
73 score

Robert Kasten

CRD Number: 1009160
Current Firm: First Allied Advisory Services, Inc.

Robert Kasten (CRD# 1009160) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in League City, TX and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
First Allied Securities, Inc. San Diego, CA Jan 2015 - Current 1
Voya Financial Advisors League City, TX Sep 2014 - Jan 2015 < 1
Ing Financial Partners League City, TX Feb 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1982
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Robert W. Kasten
Phone Number: 866-378-1376
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Kasten and other advisors.
BADGES
73

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