Robert HalldinCRD Number: 1458098
Current Firm: Vestech Asset Management Inc.
Robert Halldin (CRD# 1458098) is an Investment Advisor Representative working at Vestech Asset Management Inc. in Saint Louis, MO and has over 32 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Mml Investors Services, LLC
|Vestech Asset Managment, Inc.||Saint Louis, MO||Jul 2017 - Current||< 1|
|American Portfolios Financial Services Inc.||Holbrook, NY||Feb 2012 - Jul 2017||5|
|Pacific West Securities, Inc.||Renton, WA||Jul 2009 - Feb 2012||2|
|Pacific West Financial Consultants, Inc.||Renton, WA||Jul 2009 - Feb 2012||2|
|Banc Of America Investment Services, Inc.||West Hartford, CT||Nov 2005 - Jul 2009||3|
|Banc Of America Insurance Services, Inc.||West Hartford, CT||Nov 2005 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1986|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
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
- Judgments / Liens
Total Assets Under Management2MILLIONS
Total Number of Accounts7ACCOUNTS
Average Account Value$277,664
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, KS, MI, MO, NC