Robert Esposito (CRD# 7395337) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Morristown, NJ and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Regulus Financial Group, LLC | Kentwood, MI | Jun 2023 - Current | 1 |
Regal Investment Advisors, LLC | Kentwood, MI | Jun 2023 - Current | 1 |
Usa Hockey | Colorado Springs, CO | Aug 2010 - Current | 13 |
Intervest International, Inc. | Colorado Springs, CO | Nov 2021 - Jun 2023 | 1 |
Intervest International Equities Corporation | Morristown, NJ | Aug 2021 - Jun 2023 | 1 |
Uber | Bridgewater, NJ | Sep 2017 - Mar 2020 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NJ
- TX
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Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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