Robert AikenCRD Number: 2539908
Current Firm: Private Advisor Group, LLC
Robert Aiken (CRD# 2539908) is an Investment Advisor Representative working at Private Advisor Group, LLC in Port Charlotte, FL and has over 27 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Spire Wealth Management, LLC
Advice And Planning Services
|Private Advisor Group, LLC||Port Charlotte, FL||Apr 2019 - Current||3|
|Lpl Financial LLC||Port Charlotte, FL||Nov 2015 - Current||6|
|Independent Financial Partners||Port Charlotte, FL||Nov 2015 - Apr 2019||3|
|Bank Of America, N.a.||Sarasota, FL||Feb 2015 - Oct 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Sarasota, FL||Feb 2015 - Oct 2015||< 1|
|Kinetic Strategic Group, LLC||Sarasota, FL||Sep 2014 - Feb 2015||< 1|
|Suntrust Bank||Sarasota, FL||Aug 2012 - Sep 2014||2|
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2012 - Sep 2014||2|
|Metlife Securities, Inc.||Sarasota, FL||Jun 2012 - Aug 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1994|
|S66||NASAA Uniform Combined State Law Examination||Nov 2006|
Total Assets Under Management33,941MILLIONS
Total Number of Accounts116,249ACCOUNTS
Average Account Value$291,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Publication of periodicals or newsletters
- 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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