Robert Arnold, financial advisor Bothell WA

Robert Arnold

CRD Number: 1240901
Current Firm: Avantax Advisory Services

Robert Arnold (CRD# 1240901) is an Investment Advisor Representative working at Avantax Advisory Services in Bothell, WA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Bothell, WA Oct 2019 - Current 4
Avantax Investment Services, Inc. Bothell, WA Oct 2019 - Current 4
Pacific Crest Financial Services, LLC Bothell, WA Mar 2019 - Current 5
Avantax Insurance Services, Inc. Bothell, WA Jan 2004 - Current 20
1st Global Capital Corp. Bellevue, WA Jul 2003 - Oct 2019 16
1st Global Advisors, Inc. Bellevue, WA Jul 2003 - Oct 2019 16
First Wealth Care, Inc. Mercer Island, WA Nov 2016 - Mar 2019 2
Bts Financial Services, Inc. Mercer Island, WA Aug 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert L. Arnold
Phone Number: 972-870-6000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
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, WY

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