Heather RobbCRD Number: 2760938
Current Firm: Janney Montgomery Scott LLC
Heather Robb (CRD# 2760938) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Philadelphia, PA and has over 21 years of experience in the finance industry.
Lpl Financial LLC
Oppenheimer & Company Inc.
Lpl Financial LLC
|Janney Montgomery Scott LLC||Philadelphia, PA||Mar 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
|S65||NASAA Investment Advisors Law Examination||Aug 2019|
Total Assets Under Management81,347MILLIONS
Total Number of Accounts203,125ACCOUNTS
Average Account Value$400,475
- A percentage of assets under your management
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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