Robert Loop, financial advisor Olympia WA

Robert Loop

CRD Number: 2469955
Current Firm: Altair Investment Management

Robert Loop (CRD# 2469955) is an Investment Advisor Representative working at Altair Investment Management in Olympia, WA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Altair Investment Management Olympia, WA Nov 2023 - Current < 1
Altair Investment Management Bulverde, TX Sep 2020 - Nov 2023 3
Usaa San Antonio, TX Jun 2012 - Sep 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Jan 2021
Contact Info for Robert K. Loop
Phone Number: 210-380-4412
Registered State(s):
  • TX
  • WA
Current Firm Details
Altair Investment Management
Firm's CRD Number: 311963
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $127,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX, WA

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