Robert Colyar, financial advisor San Jose CA
96 score

Robert Colyar

CRD Number: 1031725
Current Firm: Principal Securities, Inc.

Robert Colyar (CRD# 1031725) is an Investment Advisor Representative working at Principal Securities, Inc. in San Jose, CA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cbiz San Jose, CA Nov 2012 - Current 5
Principal Life Insurance Company San Jose, CA Jul 1998 - Current 19
Princor Financial Services Corporation San Jose, IA Jul 1979 - Current 38
Leavitt Pacific Insurance Brokers Campbell, CA Dec 2007 - Nov 2012 4
Ray Silva Insurance Associates Inc. San Jose, CA Nov 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
Contact Info for Robert H. Colyar
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
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)
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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