Robert Binn, financial advisor San Mateo CA

Robert Binn

CRD Number: 21697
Current Firm: Private Portfolios, Inc.

Robert Binn (CRD# 21697) is an Investment Advisor Representative working at Private Portfolios, Inc. in San Mateo, CA and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Bob Binn (real Estate - Commercial Bldgs.) San Mateo, CA Oct 1998 - Current 23
Securities America, Inc. San Mateo, CA May 1990 - Current 32
Private Port Folios Inc. San Mateo, CA Aug 1984 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1979
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert F. Binn
Phone Number: 650-548-9800
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $530,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

CA, TX

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