Robert Crockett, financial advisor Layton UT

Robert Crockett

CRD Number: 5917057
Current Firm: Oneamerica Securities, Inc.

Robert Crockett (CRD# 5917057) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Layton, UT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Layton, UT Jul 2019 - Current 4
American United Life Layton, UT May 2019 - Current 4
Unemployed Farmington, UT Feb 2019 - Apr 2019 < 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Jan 2019 < 1
Fidelity Brokerage Services LLC Salt Lake City, UT Apr 2011 - Jan 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert Crockett
Phone Number: 877-285-3863
Registered State(s):
  • CA
  • GA
  • ID
  • MD
  • NM
  • TX
  • UT
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    1,970
    ACCOUNTS
  • Average Account Value
    $80,220
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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