Robert Fitzwilson, financial advisor St. Helena, California CA

Robert Fitzwilson

CRD Number: 4342690
Current Firm: The Portola Group Inc.

Robert Fitzwilson (CRD# 4342690) is an Investment Advisor Representative working at The Portola Group Inc. in St. Helena, California, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
The Portola Group, Inc. San Jose, CA Sep 1979 - Current 41

Robert Fitzwilson has no recent exams reported.
Contact Info for Robert C. Fitzwilson
Phone Number: 650-854-7550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $979,167
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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