Robert Washburn (CRD# 1510709) is an Investment Advisor Representative working at Washburn Capital Management Inc. in Vero Beach, FL and has over 37 years of experience in the finance industry. Robert Washburn 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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Washburn Capital Management, Inc. | Vero Beach, FL | Sep 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
- FL
-
Total Assets Under Management198MILLIONS
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Total Number of Accounts469ACCOUNTS
-
Average Account Value$422,326
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, MA, NH, RI
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