Robert Pearl, financial advisor Southfield MI
90 score

Robert Pearl

CRD Number: 6024493
Current Firm: Cig Asset Management, Inc.

Robert Pearl (CRD# 6024493) is an Investment Advisor Representative working at Cig Asset Management, Inc. in Southfield, MI and has over 4 years of experience in the finance industry. Robert Pearl 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.

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Professional Designations
Company Name Location Dates Years
Cig Securities, Inc. Southfield, MI Apr 2016 - Current < 1
Cig Asset Management, Inc. Southfield, MI Apr 2016 - Current < 1
Cig Risk Management, Inc. Southfield, MI Apr 2016 - Current < 1
Cig Capital Advisors Southfield, MI Apr 2016 - Current < 1
Edward Jones St Louis, MO Sep 2013 - Apr 2016 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2013 - Sep 2013 < 1
Northwestern Mutual Investment Services, LLC Troy, MI Jul 2012 - Sep 2013 1
Douglas H Mcdonald Troy, MI Jun 2012 - Sep 2013 1
Walsh College Troy, MI Sep 2011 - Sep 2013 2
Robert A Everett Troy, MI Mar 2012 - Jun 2012 < 1
Douglas H Mcdonald Troy, MI Feb 2012 - Jun 2012 < 1
Albion College Albion, MI Aug 2007 - Jun 2011 3
State Senator Michael Switalski's Office Lansing, MI Jun 2010 - Aug 2010 < 1
Cj Barrymore's Clinton Twp, MI Jun 2007 - Feb 2010 2
Chippewa Valley High School Clinton Twp, MI Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Robert A. Pearl
Phone Number: 248-827-1010
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    2,100
    ACCOUNTS
  • Average Account Value
    $98,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

IL, MI, OH, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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