Robert Rockett (CRD# 1954933) is an Investment Advisor Representative working at Eagle Strategies LLC in Raymond, WA and has over 34 years of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockett & Son, Llc D/b/a Rockett Financial | Raymond, WA | Jun 2019 - Current | 4 |
| Eagle Strategies LLC | Raymond, WA | Mar 1999 - Current | 25 |
| Nylife Securities Inc. | Tacoma, WA | May 1989 - Current | 34 |
| New York Life Insurance Co | Olympia, WA | Feb 1989 - Current | 35 |
| R&s Financial | Raymond, WA | Oct 2001 - Jun 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- WA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VT, WA, WI, WV, WY
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