Robert Brantley, financial advisor Lehi UT
71 score

Robert Brantley

CRD Number: 5386636
Current Firm: B.o.s.s. Retirement Advisors, LLC

Robert Brantley (CRD# 5386636) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Boss Retirement Advisors, LLC Lehi, UT Oct 2017 - Current < 1
Not Employed Gilbert, AZ Jan 2017 - Sep 2017 < 1
Edward Jones St. Louis, MO Oct 2008 - Dec 2016 8
Unemployed Raleigh, NC Apr 2008 - Oct 2008 < 1
Credit Suisse Rtp, NC Jul 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert N. Brantley
Phone Number: 801-990-5055
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $149,280
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, UT

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BADGES
71

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