Bob Advisor Email
Registered Representative @ Independent Financial Group, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Bob Advisor Location
- Leesburg, VA, US
Bob Advisor Work
- 2020 -now Registered Representative @
- 1986 -now CEO @
- 2012 -2020 Branch Manager and Registered Representative @
- 2001 -2012 Registered Principal @
- 1986 -2001 Registered Representative @
- 1981 -1985 Biologist @
- 1976 -1979 Volunteer @
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 3 emails on RocketReach.
Looking for a different Bob Advisor?
Find contact details for 700 million professionals.
Others Named Bob Advisor
Robert Clark
Managing Director
England, United Kingdom
Robert Dixon
Commercial Real Estate Specialist
Santa Barbara, CA, US
Top Independent Financial Group, LLC Employees
Brian Dennen
Chief Compliance Officer
San Diego, CA, US
Miles Weatherup
Director, Advisory Product Management
San Diego, CA, US
Erick Montiel
Vice President - Product Consulting
Irvine, CA, US
David Fischer
Co-Founder and CMO
San Diego, CA, US
Travis Hicks
Vice President of Alternative Investments
San Diego, CA, US
Matthew Scanlon
Financial Advisor
Phoenix, AZ, US
Jeremy Conover
Director, Insurance Consultant
Dana Point, CA, US
Troy Pearson
Director of Operations
Valley Center, CA, US
Scott Davis
SVP and CFO
Carlsbad, CA, US
Sarah Kreisman
SVP and General Counsel
San Diego, CA, US
William Wagner
CFP at Independent Financial Group
Fair Oaks, CA, US
Colby Taylor
Director, Alternative Investment Consulting
California, United States
Kimberly Barentsen
Financial Advisor
Walnut Creek, CA, US
Colin Andrews
Alternative Product Manager
Carlsbad, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co