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Robert Telfer Swikart

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
56 clients
Average Client Portfolio
$731K average
Assets Under Management
$40.9M

Fee Structure

Minimum Investment:$10K
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Location

2 Bridge Ave, Bldg 2 - 4 Fl, Red Bank, NJ, 07701

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert works as a benefits consultant/sales for medical insurance at Walsh Benefits, dedicating nearly full-time hours to this role. His duties include benefits consulting and selling medical insurance.

Employment History
Current Registrations
Network 1 Financial Advisors INC.
February 2003 - Present · 23 yrs
Network 1 Financial Securities INC.
January 2001 - Present · 25 yrs 1 mo
Network 1 Financial Securities INC.Broker
January 2001 - Present · 25 yrs 1 mo
Previous Registrations
American General Securities IncorporatedBroker
October 1997 - December 2000 · 3 yrs 2 mos
Uslife Equity Sales CORP.Broker
January 1994 - October 1997 · 3 yrs 9 mos
Network 1 Financial Securities INC.Broker
January 1992 - January 1994 · 2 yrs
MML Investors Services, INC.Broker
July 1988 - January 1991 · 2 yrs 6 mos
Equitable Securities of New York,inc.Broker
October 1987 - July 1988 · 9 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Robert Telfer Swikart - Financial Advisor | TrueAdvisor