Robert Blethen (CRD# 6438841) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Burbank, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Los Angeles, CA | Nov 2020 - Current | 3 |
| Axa-advisors, LLC | New York, NY | Oct 2017 - Nov 2020 | 3 |
| Unemployed | Concord, CA | Feb 2017 - Oct 2017 | < 1 |
| Northwestern Mutual | Chico, CA | Aug 2015 - Feb 2017 | 1 |
| Chico State University | Chico, CA | Jun 2012 - Jun 2016 | 4 |
| Adrenaline Lacrosse | San Diego, CA | Jul 2015 - Aug 2015 | < 1 |
| Northwester Mutual | Chico, CA | Dec 2014 - Aug 2015 | < 1 |
| City Of Laguna Beach | Laguna Beachq, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- CA
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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