Robert HopeCRD Number: 6283463
Current Firm: Buckingham Strategic Wealth
Robert Hope (CRD# 6283463) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Short Hills, NJ and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Cfs Investment Advisory Services LLC
|Buckingham Asset Management, LLC||Saint Louis, MO||Mar 2017 - Current||1|
|Pnc Investments||Pittsburgh, PA||Dec 2013 - Mar 2017||3|
|Pnc Bank||Pittsburgh, PA||Dec 2013 - Mar 2017||3|
|Pnc||Montclair, NJ||Nov 2011 - Dec 2013||2|
|Wells Fargo||Wayne, NJ||May 2009 - Oct 2011||2|
|Commerce Bank||Clifton, NJ||Nov 2004 - Mar 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management9,977MILLIONS
Total Number of Accounts18,914ACCOUNTS
Average Account Value$527,507
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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