Robert
Bishop
Osaic Wealth, Inc
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About this Advisor
Robert Bishop is a financial advisor based in Farmington, Connecticut, working with Osaic Wealth, Inc. Robert has previously held positions at Lpl Financial LLC, New England Capital Planners, Financial Vision, LLC, Securities Service Ntwork, and Royal Alliance. Robert has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Robert is part of Osaic Wealth, Inc, which operates out of Farmington, Connecticut. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning 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 Bishop Work History
Royal Alliance
Securities Service Ntwork
Financial Vision, LLC
New England Capital Planners
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Robert Bishop to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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