RB
CFP
RB
CFP

Robert Bjork

44 Years of Experience
Naples, FL
Broker

Robert Bjork is a CFP-designated registered investment advisor, based in Naples, FL, with 44 years of industry experience.

Location

Naples, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is the owner/president of Bjork Financial Services, Inc., a payroll entity since 1994. He is also the founder/wealth advisor for Navista Wealth Management, Inc., dedicating full-time hours to financial planning and investment advisory services.

Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
October 2024 - Present · 1 yr 7 mos
Navista Wealth Management, INC.
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Birch Cove Group, LTD.
January 2014 - November 2024 · 10 yrs 10 mos
Raymond James Financial Services Advisors, INC
December 2013 - October 2024 · 10 yrs 10 mos
Walnut Street Securities, INC.Broker
May 1993 - May 1996 · 3 yrs
General American Life Insurance CompanyBroker
May 1986 - May 1991 · 5 yrs
Raymond James Financial Services, INC.Broker
November 1985 - October 2024 · 38 yrs 11 mos
Planners Financial Services, INC.Broker
August 1981 - December 1985 · 4 yrs 4 mos
State Registrations9 states
AZCOFLGAMNORTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.