Robert Korljan (CRD# 2313014) is an Investment Advisor Representative working at Eaton-cambridge Inc. in Phoenix, AZ and has over 31 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
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Origin Investment Advisory LLC
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Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Johnson Wealth Management, LLC | Phoenix, AZ | Feb 2020 - Current | 4 |
Cambridge Tax Advisory, LLC | Phoenix, AZ | Oct 2004 - Current | 19 |
Cambridge Tax Advisory, LLC | Phoenix, AZ | Oct 2004 - Current | 19 |
Roosevelt Community Church | Phoenix, AZ | Jun 2003 - Current | 20 |
Corporate Benefit Services, Inc. | Phoenix, AZ | Jul 2002 - Current | 21 |
Eaton-cambridge Inc. | Phoenix, AZ | Jan 1999 - Current | 25 |
Eaton-cambridge Cpa Pc | Phoenix, AZ | Oct 2017 - Dec 2022 | 5 |
Eaton-cambridge Cpa, Pc (formerly Robert R Korljan Cpa, Ltd) | Scottsdale, AZ | Oct 2013 - Dec 2022 | 9 |
Robert Korljan, Ltd | Phoenix, AZ | Jan 1992 - Apr 2017 | 25 |
The Bridge Tax Advisory, LLC | Phoenix, AZ | Jun 2016 - Dec 2016 | < 1 |
Omega Family Wealth Counseling, LLC | Phoenix, AZ | Aug 2011 - Dec 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1993 |
S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- AZ
-
Total Assets Under Management320MILLIONS
-
Total Number of Accounts878ACCOUNTS
-
Average Account Value$364,336
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, FL, IL, MI, MO, TX
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