Robert
Rowe

Western International Securities, Inc

CRD#1426460
Investment Advisor
in Missoula, MT

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About this Advisor

Robert Rowe is a chartered financial consultant based in Missoula, Montana, with a total of 36 years of work experience. Rowe currently works for Western International Securities, Inc. The advisor has gained experience at Western International Securities, Inc, Financial West Group and Robert E. Rowe. Rowe holds a Series 63 license, certifying them as a securities agent, and is approved to operate in Montana. Western International Securities, Inc is a financial advisory firm based out of Missoula, Montana. The company has offices in 40 locations and a total of 60 financial advisors. It handles $3 billion in assets under management across its 8,600 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 8,600 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. Western International Securities, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules usually are based on which service is offered. However, fee types charged by Western International Securities, Inc most likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

36 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

530 N. Orange St.
Missoula, MT 59802

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$2,600,000,000

MT Average: $7,578,581,321
Total Number of Employees

60

MT Average: 43
Total Number of Accounts

8,600

MT Average: 3,727
Average Account Size

$302,326

MT Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Robert Rowe Work History

Robert has 36 years of experience.

2017 - Present (4 years)

Western International Securities, Inc

1984 - Present (37 years)

Robert E. Rowe

2001 - 2017 (16 years)

Financial West Group

Disclosures

Robert Rowe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Western International Securities

Ron Amir
Westlake Village, CA
Richard Myers
Pasadena, CA
Gregory Holmes
Los Angeles, CA
Linda Tucker
Woodland Hills, CA
Marcy Vaughan
Denver, CO
David Kweder
Mill Valley, CA
James Mayes
Woodland Hills, CA
Daniel Davidian
Westlake Village, CA

This content was compiled from the SEC and FINRA.

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