Robert Gustafson, financial advisor Marlborough MA

Robert Gustafson

CRD Number: 2181345
Current Firm: Triton Financial Group, Inc.

Robert Gustafson (CRD# 2181345) is an Investment Advisor Representative working at Triton Financial Group, Inc. in Marlborough, MA and has over 25 years of experience in the finance industry. Robert Gustafson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rkg Financial, Inc. Marlborough, MA Feb 2008 - Current 12
Source Capital Group, Inc. Marlborough, MA Dec 2001 - Sep 2011 9
R.k. Gustafson Financial Marlborough, MA Sep 1995 - Jul 2010 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Robert K. Gustafson
Phone Number: 508-480-8383
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    116
    MILLIONS
  • Total Number of Accounts
    832
    ACCOUNTS
  • Average Account Value
    $139,184
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

MA

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

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