Robert WyksCRD Number: 1423022
Current Firm: Usaa Financial Planning Services
Robert Wyks (CRD# 1423022) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 31 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Usaa Financial Advisors, Inc.||Tampa, FL||Oct 2014 - Current||2|
|Usaa Financial Planning Services||Tampa, FL||Oct 2014 - Current||2|
|Fifth Third Securities||Black Mountain, NC||Jan 2014 - Oct 2014||< 1|
|Lpl Financial||Brevard, NC||Sep 2012 - Jan 2014||1|
|Unemployed||Hendersonville, NC||Oct 2010 - Sep 2012||1|
|Morgan Stanley Smith Barney||Dallas, TX||Aug 2009 - Sep 2010||1|
|Unemployed||Charlotte, NC||May 2009 - Jul 2009||< 1|
|Firstplace (contract Employer For Wachovia)||Charlotte, NC||Dec 2008 - Apr 2009||< 1|
|Unemployed||Charlotte, NC||Jun 2008 - Nov 2008||< 1|
|Suntrust Investment Services||Charlotte, NC||Mar 2008 - May 2008||< 1|
|E*trade Securities||Charlotte, NC||Apr 2007 - Mar 2008||< 1|
|Banc Of America Investment Services, Inc.||Charlotte, NC||Feb 2006 - Apr 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 1995|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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