Robert WelkerCRD Number: 6321098
Current Firm: Spire Wealth Management, LLC
Robert Welker (CRD# 6321098) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Reston, VA and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Accountemps||Alexandria, VA||Dec 2014 - Mar 2015||< 1|
|Pfs Investments Inc.||Greenbelt, MD||May 2014 - Feb 2015||< 1|
|Primerica Financial Services||Greenbelt, MD||Oct 2013 - Feb 2015||1|
|Officeteam||Herndon, VA||Jun 2013 - Feb 2015||1|
|Corestaff Services||Faifax, VA||Oct 2012 - Sep 2014||1|
|Unemployed||Chantilly, VA||May 2012 - Oct 2012||< 1|
|Student||Fairfax, VA||Aug 2008 - May 2012||3|
|Student||Chantilly, VA||Sep 2004 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management1,856MILLIONS
Total Number of Accounts5,657ACCOUNTS
Average Account Value$328,133
- 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
- Selection of other advisers (including private fund managers)
AL, 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
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