Robert Walsh (CRD# 600171) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Austin, TX and has over 43 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxbow Advisors, LLC | Austin, TX | Feb 2011 - Current | 13 |
| Herndon Plant Oakley Ltd | Corpus Christi, TX | Apr 2000 - Apr 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1980 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1993 |
- TX
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Total Assets Under Management1,948MILLIONS
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Total Number of Accounts1,527ACCOUNTS
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Average Account Value$1,275,760
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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