Robert BisserCRD Number: 1210038
Current Firm: Silver Oak Securities, Inc.
Robert Bisser (CRD# 1210038) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Santa Fe, NM and has over 30 years of experience in the finance industry. Robert Bisser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Longview Asset Management, LLC
Santa Fe Advisors LLC
Raymond James Financial Services Advisors, Inc.
|Silver Oak Securities, Inc.||Jackson, TN||Jun 2008 - Current||9|
|R.f. Bisser & Associates||Quincy, IL||Oct 1985 - Current||31|
|Questar Capital Corp.||Ann Arbor, MI||Mar 2000 - Jun 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1987|
Total Assets Under Management215MILLIONS
Total Number of Accounts1,901ACCOUNTS
Average Account Value$112,986
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MI, MO, NC, NH, NM, OH, PA, SC, TN, TX, VA, WI