Robert GilesCRD Number: 4560739
Current Firm: Wealth Advisors Of Tampa Bay
Robert Giles (CRD# 4560739) is an Investment Advisor Representative working at Wealth Advisors Of Tampa Bay in Tampa, FL and has over 12 years of experience in the finance industry. Robert Giles 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Wealth Advisors Of Tampa Bay||Tampa, FL||Aug 2014 - Current||3|
|Lpl Financial, LLC||Tampa, FL||Aug 2014 - Current||3|
|Citigroup Global Markets Inc.||Tampa, FL||Sep 2004 - Aug 2014||9|
|Davis Island Youth Sailing Foundation||Tampa, FL||Oct 2003 - Oct 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management203MILLIONS
Total Number of Accounts319ACCOUNTS
Average Account Value$635,907
- 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)
FL, HI, NC, OH, TX