Robert BassCRD Number: 1404771
Current Firm: Raymond James & Associates, Inc.
Robert Bass (CRD# 1404771) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Little Rock, AR and has over 30 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Raymond James & Associates, Inc.||Little Rock, AR||Jan 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Little Rock, AR||Apr 2007 - Jan 2009||1|
|Morgan Stanley Dw Inc.||Little Rock, AR||Oct 1986 - Apr 2007||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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