Robert BorlikCRD Number: 5625428
Current Firm: Edward Jones
Robert Borlik (CRD# 5625428) is an Investment Advisor Representative working at Edward Jones in Walkerton, IN and has over 8 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Northwestern Mutual Investment Services,llc
|Edward Jones||St Louis, MO||Dec 2008 - Current||8|
|Masonite||Walkerton, IN||Jan 1984 - Sep 2008||24|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)