Robert ColeCRD Number: 5940537
Current Firm: Advice And Planning Services
Robert Cole (CRD# 5940537) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 3 years of experience in the finance industry.
Brighton Financial Planning
Fxp Advisory Services
Academy Wealth Advisers, LLC
|Tiaa-cref Individual & Institutional Services, LLC||Princeton, NJ||Mar 2013 - Current||4|
|Tiaa||Princeton, NJ||Mar 2013 - Current||4|
|Allied Beacon Partners||Lake Como, NJ||Nov 2012 - Feb 2013||< 1|
|Four Springs Capital||Lake Como, NJ||Nov 2012 - Feb 2013||< 1|
|Park Avenue Securities||Shrewsbury, NJ||Aug 2011 - Sep 2012||1|
|Guardian Life Ins Company||Shrewsbury, NJ||Jan 2011 - Sep 2012||1|
|International Planning Alliance||Shrewsbury, NJ||Jan 2011 - Sep 2011||< 1|
|Monmouth University||W Long Branch, NJ||Sep 2006 - Jan 2011||4|
|Seasonal Work||Clarksbury, NJ||Apr 2010 - Sep 2010||< 1|
|Nation Books||Asbury, NJ||Mar 2009 - Oct 2009||< 1|
|Seasonel Work||Clarksbury, NJ||Jun 2009 - Sep 2009||< 1|
|Dicks Sporting Goods||Freehold, NJ||May 2008 - Aug 2008||< 1|
|Workout World||Eatontown, NJ||Feb 2008 - May 2008||< 1|
|Dicks Sporting||Freehold, NJ||May 2007 - Aug 2007||< 1|
|Golds Gym||Long Branch, NJ||Feb 2007 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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