Eric RobbCRD Number: 1321358
Current Firm: Stifel, Nicolaus & Company, Incorporated
Eric Robb (CRD# 1321358) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wichita Falls, TX and has over 23 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Stifel, Nicolaus & Company, Incorporated
Msi Financial Services, Inc.
|Stifel Nicolaus & Co Inc.||Wichita Falls, TX||Apr 2010 - Current||6|
|Morgan Stanley Smith Barney||Wichita Falls, TX||Jun 2009 - Apr 2010||< 1|
|Citigroup Global Markets Inc.||Wichita Falls, TX||Jul 1993 - Apr 2010||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1993|
|S65||NASAA Investment Advisors Law Examination||Sep 1993|
Total Assets Under Management38,401MILLIONS
Total Number of Accounts115,441ACCOUNTS
Average Account Value$332,650
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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