Robert ArteagaCRD Number: 3197472
Current Firm: Ameriprise Financial Services, LLC
Robert Arteaga (CRD# 3197472) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.
Boynton Financial LLC
S.b. Value Partners, LP
Lpl Financial LLC
|Ameriprise Financial Services, Inc.||San Antonio, TX||Sep 2018 - Current||5|
|Investment Professionals, Inc.||San Antonio, TX||Jul 2018 - Aug 2018||< 1|
|Mml Investors Services Inc.||San Antonio, TX||Nov 2007 - Apr 2018||10|
|Massmutual||San Antonio, TX||Aug 2007 - Apr 2018||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1999|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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