Robert Bender, financial advisor Oceanside CA
90 score

Robert Bender

CRD Number: 6248398
Current Firm: U.s. Bancorp Investments, Inc.

Robert Bender (CRD# 6248398) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Oceanside, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Oceanside, CA Sep 2017 - Current < 1
Bancwest Investment Services Denver, CO Nov 2014 - Sep 2017 2
Bank Of The West Denver, CO Nov 2014 - Sep 2017 2
Various Insurance Carriers For W&r Insurance Agencies Denver, CO Mar 2014 - Nov 2014 < 1
Waddell & Reed, Inc. Denver, CO Sep 2013 - Nov 2014 1
Fairfield Properties Denver, CO May 2012 - Apr 2014 1
Student/ Cal State Uni. San Marcos, CA Sep 2010 - May 2012 1
Fairfield Properties La Mesa, CA Sep 2008 - Sep 2010 2
Elephant Bar Rancho Bernerdo, CA May 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Robert A. Bender
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,171
    MILLIONS
  • Total Number of Accounts
    27,543
    ACCOUNTS
  • Average Account Value
    $224,036
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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