Robert Tanner (CRD# 5130183) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indian Wells, CA and has over 17 years of experience in the finance industry.
CRD# 6324182
Innovative Wealth Partners, LLC
CRD# 4461295
Lincoln Financial Securities Corporation
CRD# 2148903
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Indian Wells, CA | May 2013 - Current | 11 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Indian Wells, CA | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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