Robert Bishop Financial Planning & Services

Robert Bishop Financial Planning & Services (CRD# 142192) is a financial advisory firm headquartered in Tampa, FL. They manage $3,012,629 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4326 El Prado Blvd., Suite #3, Tampa, FL 33629
http://robertbishopplanning.samsbiz.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $77,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Robert Bishop Financial Planning & Services
Showing 1 - 1 of 1 top financial advisors.
1
Robert Bishop, financial advisor Tampa FL
Robert T. Bishop
CRD#: 5235614
4326 El Prado Blvd., Suite #3, Tampa, FL 33629
93
Wealthminder
score

Robert Bishop (CRD# 5235614) is an Investment Advisor Representative working at Robert Bishop Financial Planning & Services in Tampa, FL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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