Robert KulasCRD Number: 3158251
Current Firm: 1st Global Advisors Inc.
Robert Kulas (CRD# 3158251) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Port Saint Lucie, FL and has over 14 years of experience in the finance industry.
Fogel Capital Management Inc.
Latitude Advisors, LLC
Planmember Securities Corporation
|1st Global Insurance Services||Port St Lucie, FL||Dec 2004 - Current||13|
|1st Global Capital Corp.||Port St. Lucie, FL||Oct 2002 - Current||15|
|Robert J. Kulas, P.a.||Port St. Lucie, FL||Jun 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV