Robert Johnson (CRD# 3168230) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 19 years of experience in the finance industry.
CRD# 4349024
C.m.bidwell & Associates Ltd
Score
107
CRD# 2940880
Wall Street Financial Group, Inc.
Score
103
CRD# 2504698
Afam Capital, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Financial, Inc. | Monore Township, NJ | Jun 2017 - Current | < 1 |
| New Centruy Investor Services | Monroe Township, NJ | Feb 2009 - Current | 9 |
| Cadaret, Grant & Company, Inc. | Monroe Township, NJ | Feb 2009 - Jun 2017 | 8 |
| American Express Financial Advisors | Princeton, NJ | Dec 2000 - Feb 2009 | 8 |
| Ids Life Insurance Company | Princeton, NJ | Dec 2000 - Feb 2009 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
- NJ
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Total Assets Under Management16,009MILLIONS
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Total Number of Accounts63,471ACCOUNTS
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Average Account Value$252,225
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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