Robert SchlagerCRD Number: 1058370
Current Firm: J. W. Cole Advisors, Inc.
Robert Schlager (CRD# 1058370) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 33 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Financial, Inc.||Tampa, FL||Sep 2010 - Current||6|
|Jonathan Roberts Advisory Group, Inc.||Tampa, FL||Sep 2010 - Current||6|
|Schlager, Schlager & Levin||Fort Myers, FL||Jun 2007 - Current||9|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2006 - Sep 2010||4|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2006 - Jun 2009||2|
|Asset & Financial Planning, Ltd||Ft. Myers, FL||Jul 2002 - Aug 2006||4|
|Gilman & Ciocia||Ft Myers, FL||Feb 2000 - Aug 2006||6|
|Prime Capital Services||Ft. Myers, FL||Feb 2000 - Aug 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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)
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