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)
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