Robert Welker, financial advisor Reston VA
88 score

Robert Welker

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Robert Welker
Phone Number: 703-657-6060
Firm Website: http://www.cgwealth.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    5,691
    ACCOUNTS
  • Average Account Value
    $328,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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