linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Brian Tamarkin

Mount Yale Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Brian Tamarkin

Robert Tamarkin is an Investment Advisor Representative at Mount Yale Investment Advisors, LLC in Alpharetta, GA. Robert has been in the financial services industry since 1994. Robert holds Series 3, 7, 9, 10, 63 and 65 licenses.

Firm Information

Robert Tamarkin is currently registered with Mount Yale Investment Advisors, LLC. Mount Yale Investment Advisors, LLC is a Denver, CO-based investment advisor with $2,187,125,977 in regulatory assets under management. They serve individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and other investment advisors. Their services include financial planning, portfolio management for individuals, selection of other advisors, and consulting.
Mount Yale Investment Advisors, LLC

1580 LINCOLN STREET

DENVER, CO 80203

$2.19B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting

Consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Tamarkin’s Registration & Firm History

GA

08/29/2024 - Present

Mount Yale Investment Advisors, LLC (Alpharetta GA)

GA

06/14/2006 - 07/22/2024

UBS FINANCIAL SERVICES INC. (ATLANTA GA)

GA

11/17/1994 - 06/19/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)

CA

05/11/1994 - 09/08/1994

LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)

Not sure if Robert Brian Tamarkin is right for you?

Licenses & Designations

IA

Issued 02/17/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/01/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2007

Series 3 - National Commodity Futures Examination

BC

Issued 05/10/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Brian Tamarkin.
Not sure if Robert Brian Tamarkin is right for you?