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Robert Walton Stebbins

Innovest Portfolio Solutions LLC

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About Robert Walton Stebbins

Robert Walton Stebbins is a registered Investment Advisor Representative with Innovest Portfolio Solutions LLC. Robert is based in Alameda, CA. He has over 20 years of experience in the financial industry. Prior to joining Innovest Portfolio Solutions, Robert was with Capital Analysts, Incorporated, SunAmerica Securities, Inc., and Prudential Securities Incorporated. Robert has a Series 7, 63, and 65 license and is approved to conduct business in California.

Firm Information

Robert Stebbins is currently registered with Innovest Portfolio Solutions LLC. Innovest Portfolio Solutions LLC is an investment advisor located in DENVER, CO, United States. The firm provides investment advisory services to individuals, corporations, charitable organizations, pension plans, state or municipal government entities, and other investment advisors. Innovest Portfolio Solutions LLC has 21 investment advisor representatives and 37 investment advisory functions. The firm is registered with the SEC.
Innovest Portfolio Solutions LLC

7979 E. TUFTS AVE.

DENVER, CO 80237

Not reported

Assets Under Management

420

Total Clients

22

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Robert Stebbins’s Registration & Firm History

CA

06/25/2020 - Present

Innovest Portfolio Solutions LLC (Alameda CA)

CA

12/20/2000 - 12/12/2006

CAPITAL ANALYSTS, INCORPORATED (OAKLAND CA)

AZ

06/24/1999 - 12/20/2000

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NY

01/07/1997 - 11/17/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/13/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Walton Stebbins.
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