Robert Winder (CRD# 868353) is an Investment Advisor Representative working at First Financial Advisors in South Jordan, UT and has over 16 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Financial Advisors | Orem, UT | Nov 2015 - Current | 8 |
| Wells Fargo Advisors, LLC | Salt Lake City, UT | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- CA
- OR
- TX
- UT
-
Total Assets Under Management49MILLIONS
-
Total Number of Accounts320ACCOUNTS
-
Average Account Value$154,636
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, OR, TX, UT
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