Robert PageCRD Number: 7127428
Current Firm: Edward Jones
Robert Page (CRD# 7127428) is an Investment Advisor Representative working at Edward Jones in Monroe, WI and has over 3 years of experience in the finance industry.
Andrae Financial Services LLC
Thrivent Investment Management Inc.
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Texas Connections Academy||Houston, TX||Aug 2017 - Jun 2019||1|
|Denton Independent School District||Denton, TX||Aug 2015 - Jun 2017||1|
|Winona Isd||Winona, TX||Aug 2014 - Jun 2015||< 1|
|Frisco Isd||Frisco, TX||Aug 2012 - Jul 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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, WY
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