Robert HalvorsonCRD Number: 862343
Current Firm: Rbc Capital Markets, LLC
Robert Halvorson (CRD# 862343) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Saint Petersburg, FL and has over 37 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Rbc Capital Markets, LLC||St. Petersburg, FL||Mar 2008 - Current||10|
|Dain Rauscher Incorporated||Minneapolis, MN||Mar 1998 - Mar 2008||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1981|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management106,032MILLIONS
Total Number of Accounts254,944ACCOUNTS
Average Account Value$415,903
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY