Robert
Pool

Fort Vancouver Investment Management, LLC

CRD#3074685
Investment Advisor
in Vancouver, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Pool is a financial advisor based in Vancouver, Washington, working with Fort Vancouver Investment Management, LLC. Robert has previously held a position at Fort Vancouver Investment Management, LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in Oregon, Texas, and Washington. Currently, Robert is part of Fort Vancouver Investment Management, LLC, which operates out of Vancouver, Washington. The firm has 4 employees and manages assets totaling $165.9 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Fort Vancouver Investment Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1601 Officers Row
Vancouver, WA 98661

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Fort Vancouver Investment Management, LLC Brokerage Details

Total Assets Under Management

$165,900,497

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

516

WA Average: 1,499
Average Account Size

$321,513

WA Average: $2,379,338

Investment Advisory Services

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

Robert Pool Work History

2011 - Present (14 years)

Fort Vancouver Investment Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Pool 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 Fort Vancouver Investment Management, LLC

Holly Breeden
Vancouver, WA
Robert Pool
Vancouver, WA
Matthew Ebeling
Vancouver, WA
Andrea Silbernagel
Vancouver, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started