Robert Willetts is a registered investment advisor, based in Bethesda, MD, with 1 years of industry experience.
Location
6400 Goldsboro, Ste 350, Bethesda, MD, 20817
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert works as an intern for State Farm, providing services to customers. This investment-related activity takes about half of his time.
Employment History
Current Registrations
State Farm Vp Management CORP.Broker
January 2025 - Present · 1 yr 4 mos
State Farm Vp Management CORP.
January 2025 - Present · 1 yr 4 mos
State Farm Investment Management CORP.
December 2024 - Present · 1 yr 5 mos
State Registrations3 states
DCMDVA
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.