Robert Rowe (CRD# 1426460) is an Investment Advisor Representative working at Western International Securities in Missoula, MT and has over 38 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western International Securities, Inc. | Missoula, MT | Aug 2017 - Current | 6 |
| Robert E. Rowe | Missoula, MT | Jan 1984 - Current | 40 |
| Financial West Group | Westlake Village, CA | Nov 2001 - Aug 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1985 |
- MT
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Total Assets Under Management3,687MILLIONS
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Total Number of Accounts12,197ACCOUNTS
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Average Account Value$302,322
- 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)
- Educational seminars/workshops
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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