Unclaimed
Bob Farmer is a registered investment advisor representative associated with Asset Preservation Advisors, LLC. Bob is licensed in Georgia. Bob has been in the industry since August 2008. Bob is Series 65 and Series 7 licensed. Bob specializes in investment advisory services and has expertise in Portfolio Management for Businesses, Individuals, and Pooled Investment Vehicles. Asset Preservation Advisors, LLC is a firm registered with the Securities and Exchange Commission.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
06/19/2012 - Present
Asset Preservation Advisors, LLC (ATLANTA GA)
IA
Issued 06/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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