Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cady Bice is a Registered Investment Advisor Representative who has been in the industry since 1996. Robert has held past roles at Strong Investments, Inc. and J.P. Morgan Securities Inc. Currently Robert works at Oak Mountain Advisors where he has been since 2012. Robert is a Chartered Financial Analyst and holds the Series 7 general securities representative license. Robert's specializations include financial planning and portfolio management. Robert's current focus is on working with high net worth individuals and pooled investment vehicles.
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.
Investment research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/18/2014 - Present
OAK Mountain Advisors (CHICAGO IL)
WI
07/10/2000 - 11/06/2000
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
NY
09/12/1996 - 07/13/1998
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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