Robert FitzsimmonsCRD Number: 1837056
Current Firm: Investacorp Advisory Services Inc.
Robert Fitzsimmons (CRD# 1837056) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Lincoln, NE and has over 28 years of experience in the finance industry. Robert Fitzsimmons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameritas Investment Corp
Wells Fargo Advisors, LLC
Pittenger & Anderson Inc.
|Investacorp Advisory Services||Miami Lakes, FL||Oct 2008 - Current||8|
|Investacorp, Inc.||Miami Lakes, FL||Jan 1994 - Current||23|
|The Fitz Group||Lincoln, NE||Oct 1990 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1988|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- 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
- Selection of other advisers (including private fund managers)
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