Robert Bjork is a CFP-designated registered investment advisor, based in Naples, FL, with 45 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Navista Wealth Management, INC.
Previous Registrations
Birch Cove Group, LTD.
Raymond James Financial Services Advisors, INC
Walnut Street Securities, INC.Broker
General American Life Insurance CompanyBroker
Raymond James Financial Services, INC.Broker
Planners Financial Services, INC.Broker
State Registrations9 states
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
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