Robert KulleCRD Number: 3128207
Current Firm: M Holdings Securities, Inc.
Robert Kulle (CRD# 3128207) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Westlake Village, CA and has over 19 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|M Holdings Securities, Inc.||Portland, OR||Feb 2016 - Current||1|
|Nfp Advisor Services||Austin, TX||Dec 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management958MILLIONS
Total Number of Accounts2,758ACCOUNTS
Average Account Value$347,441
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops