Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hubbard Trowbridge is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Coppell Advisory Solutions LLC. Robert has a strong background in providing financial planning and investment advisory services. He is also a licensed insurance agent in West Virginia. In addition to his work with Coppell Advisory Solutions LLC, Robert also owns and operates Brightline Strategies LLC. This company provides consulting services in financial and tax planning. Robert is committed to providing his clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your 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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TX
12/17/2020 - Present
Coppell Advisory Solutions LLC (DALLAS TX)
NY
01/28/2015 - 07/13/2016
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
VA
08/17/2010 - 01/27/2015
INDEPENDENT FINANCIAL GROUP, LLC (RESTON VA)
VA
11/02/2009 - 07/30/2010
NATIONAL PLANNING CORPORATION (RESTON VA)
VA
09/20/2005 - 11/03/2009
MAIN STREET SECURITIES, LLC (RESTON VA)
IA
02/22/2001 - 09/14/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
CT
11/07/2000 - 02/22/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
06/01/1999 - 11/03/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
AZ
09/12/1996 - 06/02/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
11/28/1995 - 09/12/1996
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
WI
02/14/1995 - 10/17/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
04/30/1982 - 10/17/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 12/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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