Robert ColyarCRD 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.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|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|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV