Gary RobertsonCRD Number: 1082419
Current Firm: Nwf Advisory Services Inc.
Gary Robertson (CRD# 1082419) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Newport Beach, CA and has over 34 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Royal Alliance||Newport Beach, CA||Mar 2015 - Current||2|
|First Midwest Securities, Inc.||Newport Beach, CA||Oct 2010 - Mar 2015||4|
|Crowell, Weedon & Company||Newport Beach, CA||Aug 2009 - Oct 2010||1|
|Morgan Stanley Smith Barney||Newport Beach, CA||Jun 2009 - Aug 2009||< 1|
|Citigroup Global Markets Inc.||Newport Beach, CA||Feb 1990 - Jun 2009||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Jul 2001|
Total Assets Under Management400MILLIONS
Total Number of Accounts1,828ACCOUNTS
Average Account Value$219,039
- 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)
AK, AZ, CA, NV, NY, OR, TX, WA
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