Robert Wycoff (CRD# 7381535) is an Investment Advisor Representative working at Light Capital Management LLC in Altadena, CA and has over 2 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Light Capital Management, LLC | Colleyville, TX | May 2021 - Current | 3 |
| Wycoff Real Estate Group, Inc. | Pasadena, CA | Apr 2018 - Current | 6 |
| Practice Partners, Inc. | Pasadena, CA | Jan 2006 - Mar 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- CA
- TX
-
Total Assets Under Management34MILLIONS
-
Total Number of Accounts109ACCOUNTS
-
Average Account Value$309,833
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, PA, TX
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