Robert Riggs, financial advisor
93 score

Robert Riggs

CRD Number: 4518969
Current Firm: Envestnet | Pmc

Robert Riggs (CRD# 4518969) is an Investment Advisor Representative working at Envestnet | Pmc in , and has over 15 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Ryan Kruger, CFA, financial advisor
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Danna Jacobs, financial advisor
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Company Name Location Dates Years
Envestnet Asset Management, Inc. Chicago, IL May 2005 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Robert W. Riggs
Phone Number: 312-827-2800
Firm Website: http://www.envestnet.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    93,219
    MILLIONS
  • Total Number of Accounts
    475,604
    ACCOUNTS
  • Average Account Value
    $196,002
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Robert Riggs and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.