Robert Rose is a registered investment advisor at Wells Fargo Advisors, based in Tampa, FL, with 29 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
100 S Ashley Dr 9th Fl, [F6-Rbo], Tampa, FL, 33602
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
August 2013Other Business Activities
Robert has a 33% ownership in Blue Water Equity, an LLC for rental properties, since 2002. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations28 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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