Robert
Binn
Private Portfolios, Inc
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About this Advisor
Robert Binn is a financial advisor who works in San Mateo, California with a total of 30 years of industry experience. Binn is an advisor for Private Portfolios, Inc. Throughout their career, Binn has worked at Private Port Folios Inc, Securities America, Inc and Bob Binn (Real Estate - Commercial Bldgs.). Binn has a Series 63 license, qualifying them as a securities representative, and is registered to operate in California and Texas. Private Portfolios, Inc is an advisory firm that has its headquarters in San Mateo, CA. It has $221 million in total assets among its 479 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 479 client accounts, 25% are held by high-net-worth investors who have at least $1 million in assets. Private Portfolios, Inc has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services are provided. However, fees charged by Private Portfolios, Inc may include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Portfolios, Inc Brokerage Details
$221,357,499
4
479
$462,124
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Robert Binn Work History
Robert has been registered as a financial advisor for 30 years.*
Bob Binn (Real Estate - Commercial Bldgs.)
Securities America, Inc
Private Port Folios Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Binn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Portfolios, Inc
San Mateo, CA
San Mateo, CA
San Mateo, CA
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