Robert
Read
Brokers International Financial Services, LLC
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About this Advisor
Robert Read is a financial advisor working in Saint Charles, Missouri with 1 year of relevant experience. Read is an employee of Brokers International Financial Services, LLC. During their career, the advisor has held roles at Cwr Private Client Group, Igniter Strategies, Adams, Boston & Wansing, Liberty Mutual Insurance, Community 1St Insurance Group and Brokers International Financial Services. Read maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Brokers International Financial Services, LLC is an advisory firm headquartered in Urbandale, IA. The investment advisory business has offices in 120 locations and a total of 224 employees. It controls $1 billion in total assets among its 9,114 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 10 charitable organizations. Of its 9,114 accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets available to invest. Brokers International Financial Services, LLC offers a broad set of services, including portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules largely depend on the services offered. Fee types charged by Brokers International Financial Services, LLC most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brokers International Financial Services, LLC Brokerage Details
$1,360,141,295
224
9,114
$149,236
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Robert Read Work History
Robert has been registered as a financial advisor for 1 years.*
Brokers International Financial Services
Community 1St Insurance Group
Cwr Private Client Group
Igniter Strategies
Adams, Boston & Wansing
Liberty Mutual Insurance
*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 Read 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 Brokers Financial
Johnston, IA
Urbandale, IA
Urbandale, IA
Saint Charles, MO
Easton, PA
Claremore, OK
Flat Rock, NC
Urbandale, IA
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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