Robert Elliston (CRD# 7187130) is an Investment Advisor Representative working at Cpr Investments Inc. in Rochester, MI and has over 4 years of experience in the finance industry.
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 969
Confidential Management Advisors, Inc.
CRD# 2803401
Harbor Light Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Robert Luke Elliston, Sole Proprietor | Powhatan, VA | Jan 2022 - Current | 2 |
Cpr Investments Inc. | Rochester, MI | Oct 2019 - Current | 4 |
Abio Clinical | Moseley, VA | Jan 2018 - Current | 6 |
Global Institute For Research | Richmond, VA | Sep 2013 - Current | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- VA
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Total Assets Under Management295MILLIONS
-
Total Number of Accounts3,510ACCOUNTS
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Average Account Value$84,112
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- 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)
AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA
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