Robert Davis, financial advisor Steamboat Springs CO
90 score

Robert Davis

CRD Number: 5987758
Current Firm: Northwestern Mutual Investment Services,llc

Robert Davis (CRD# 5987758) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Steamboat Springs, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2011 - Current 5
Northwestern Mutual Investment Services LLC Steamboat Springs, CO Oct 2011 - Current 5
Northwestern Mutual Investment Services, LLC Steamboat Springs, CO Sep 2013 - Mar 2016 2
Steamboat Springs Fire Rescue Steamboat Springs, CO Jul 2006 - Jan 2015 8
University Of Phoenix Phoenix, AZ Jan 2009 - Aug 2010 1
Mambo Italiano Steamboat Springs, CO Apr 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Robert P. Davis
Phone Number: 866-664-7737
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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

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