Robert
Stebbins

Innovest Portfolio Solutions LLC

CRD#2828277
Investment Advisor
in Alameda, CA

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About this Advisor

Robert Stebbins is a financial advisor working out of Alameda, California with 3 years of industry experience. Stebbins is an employee of Innovest Portfolio Solutions LLC. They have been an employee of Innovest Portfolio Solutions Llc for their entire career. Stebbins holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Innovest Portfolio Solutions LLC is a company operating out of Denver, CO. The company has offices in three locations and a total of 56 financial advisors. Among its clients, the company provides financial advisory services to 79 charitable organizations. Innovest Portfolio Solutions LLC provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on the type of financial services provided. Fee types charged by Innovest Portfolio Solutions LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2239 Harbor Bay Parkway
Alameda, CA 94502

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Innovest Portfolio Solutions LLC Brokerage Details

Total Number of Employees

56

CA Average: 28

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Stebbins Work History

Robert has been registered as a financial advisor for 3 years.*

2006 - 2020 (14 years)

Advisory Consulting Group, LLC

*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 Stebbins 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 Innovest Portfolio Solutions LLC

Dustin Roberts
Denver, CO
Abigail Thomas
Denver, CO
Troy Jensen
Denver, CO
Sydney Aeschlimann
Denver, CO
Claire Deline
Denver, CO
Kyli Soto
Denver, CO
Richard Rodgers
Denver, CO
Aidan Smith
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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