Bob Advisor Email & Phone Number
Registered Representative @ Independent Financial Group, LLC
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Bob Advisor Location
- Leesburg, VA, US
Bob Advisor Work
- Registered Representative @ (January 2020 - Present)
- CEO @ (January 1986 - Present)
- Branch Manager and Registered Representative @ (November 2012 - January 2020)
- Registered Principal @ (May 2001 - November 2012)
- Registered Representative @ (January 1986 - April 2001)
- Biologist @ (October 1981 - October 1985)
- Volunteer @ (November 1976 - September 1979)
Bob Advisor Education
- Auburn University
Master of Science
1980-1981 - University of Connecticut
Bachelor of Science
1974-1976
Bob Advisor Skills
- Federal Employee Benefits
- Strategic Financial Planning
- Retirement Planning
- Wealth Mangement
- Estate Planning
- Investments
- Portfolio Management
- Insurance
- Employee Benefits
- Government
- Financial Planning
- Investment Advisor
- Budgets
- Financial Advisory
- Personal Finance
- Due Diligence
- 401(k) Retirement Savings Plans
- Retirement
- Securities
- Mutual Funds
- ETF
- Fiduciary
- Asset Allocation
- Series 7
- Long-term Care
- Long Term Care Insurance
Bob Advisor Summary
- Bob Advisor, based in Leesburg, VA, US, is currently a Registered Representative at Independent Financial Group, LLC. Bob Advisor brings experience from previous roles at BDA Financial, LLC, Royal Alliance Associates, Centaurus Financial, Inc. and AXA Advisors. Bob Advisor holds a 1980 - 1981 Master of Science @ Auburn University. With a robust skill set that includes Federal Employee Benefits, Strategic Financial Planning, Retirement Planning, Wealth Mangement, Estate Planning and more. Bob Advisor has 2 emails and 1 mobile phone numbers on RocketReach.
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