Robert Speidel, financial advisor Mclean VA

Robert Speidel

CRD Number: 4579697
Current Firm: Everett Harris & Co

Robert Speidel (CRD# 4579697) is an Investment Advisor Representative working at Everett Harris & Co in Mclean, VA and has 1 year of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Mclean VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Mclean VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Mclean VA

CRD# 2962660
Grove Point Advisors, LLC
Professional Designations
Company Name Location Dates Years
Everett Harris & Company Los Angeles, CA May 2002 - Current 21

Robert Speidel has no recent exams reported.
Contact Info for Robert W. Speidel
Phone Number: 213-625-2677
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10,042
    MILLIONS
  • Total Number of Accounts
    1,784
    ACCOUNTS
  • Average Account Value
    $5,628,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IL, LA, MA, NC, NH, NJ, NV, NY, OR, TX, UT, WA

Ready to hire a financial advisor? Get competitive proposals from Robert Speidel and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.