Robert Stapleton, financial advisor Incline Village NV
93 score

Robert Stapleton

CRD Number: 6124388
Current Firm: Western International Securities

Robert Stapleton (CRD# 6124388) is an Investment Advisor Representative working at Western International Securities in Incline Village, NV and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Aug 2017 - Current < 1
Blue Jay Bar And Grill Omaha, NE Oct 2010 - Current 7
Financial West Group Westlake Village, CA Nov 2013 - Aug 2017 3
Td Ameritrade, Inc. Omaha, NE Oct 2012 - Nov 2013 1
Bellevue Public Schools Bellevue, NE Aug 2005 - May 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Robert J. Stapleton
Phone Number: 626-793-7717
Firm Website:
Registered State(s):
  • IA
  • MO
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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