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.
Felicitas Investors LLC
|M Holdings Securities, Inc.||Portland, OR||Feb 2016 - Current||2|
|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 Management1,519MILLIONS
Total Number of Accounts3,680ACCOUNTS
Average Account Value$412,645
- 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
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