Robert Wilgos, financial advisor Newtown PA

Robert Wilgos

CRD Number: 4901368
Current Firm: Summit Financial Advisors, LLC

Robert Wilgos (CRD# 4901368) is an Investment Advisor Representative working at Summit Financial Advisors, LLC in Newtown, PA and has 1 year of experience in the finance industry. Robert Wilgos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Summit Financial Advisors, LLC Newtown, PA Jun 2009 - Current 13

Robert Wilgos has no recent exams reported.
Contact Info for Robert Wilgos
Phone Number: 215-579-1005
Firm Website: http://www.summitfa.net
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

NJ, PA

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