Robert Moser (CRD# 4286284) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Lone Tree, CO and has over 23 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Lights Distributors, LLC | Omaha, NE | Aug 2017 - Current | 6 |
| Sage Advisory Services, Ltd. Company | Austin, TX | Aug 2015 - Current | 8 |
| Oppenheimer Funds, Inc. | New York, NY | Feb 2002 - Jun 2015 | 13 |
| Oppenheimerfunds Distributor, Inc. | New York, NY | Feb 2002 - Jun 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CO
- TX
-
Total Assets Under Management22,694MILLIONS
-
Total Number of Accounts8,128ACCOUNTS
-
Average Account Value$2,792,076
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
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, WY
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