Robert Barone (CRD# 837563) is an Investment Advisor Representative working at Universal Value Advisors in Reno, NV and has over 23 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Farther Finance Advisors | Reno, NV | Jun 2023 - Current | < 1 |
| Ancora West Advisors Dba Universal Value Advisors | Reno, NV | Nov 2005 - Current | 18 |
| Allied Mineral Products | Columbus, OH | Jan 2001 - Current | 23 |
| Fourstar Wealth Advisors, LLC | Chicago, IL | Feb 2019 - Jun 2023 | 4 |
| Aaa No California, Nv, Ut | Walnut Creek, CA | Jan 2000 - Jan 2022 | 22 |
| Csaa Insurance Company | Walnut Creek, CA | Jan 2000 - Jan 2021 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2006 |
| S66 | NASAA Uniform Combined State Law Examination | May 2000 |
- NV
-
Total Assets Under Management45MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$45,141,673
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
NV
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