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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nowlin is an investment advisor representative with CIBC Private Wealth Advisors, Inc. Robert has been a registered representative since 1976. Robert has experience in the financial services industry since 1976. Robert specializes in providing investment advice to high-net-worth individuals, corporations, and institutions. Robert is also registered as an investment advisor in California and Illinois.
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.
Strategic management for diversified investment portfolios.
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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.
1
2
IL
09/06/2017 - Present
Cibc Private Wealth Advisors, Inc. (Chicago IL)
CA
09/01/1998 - 05/22/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
09/23/1991 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
IL
11/09/1990 - 08/29/1991
THE CHICAGO CORPORATION (CHICAGO IL)
IL
06/24/1976 - 09/06/1990
WILLIAM BLAIR & COMPANY (CHICAGO IL)
IA
Issued 07/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/1981
Series 24 - General Securities Principal Examination
BC
Issued 06/19/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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