Robert Bay, financial advisor Westminster MD
90 score

Robert Bay

CRD Number: 5416328
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Robert Bay (CRD# 5416328) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Westminster, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Westminster, MD May 2016 - Current < 1
Mml Investors Services Hunt Valley, MD Jun 2012 - May 2016 3
Mass Mutual Life Insurance Company Hunt Valley, MD May 2012 - May 2016 4
Homemaker Charlotte, NC Sep 2008 - May 2012 3
Edward Jones St Louis, MO Aug 2007 - Sep 2008 1
Indiana University Bloomington, IN Aug 2004 - Aug 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Robert D. Bay
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • MD
  • SC
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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