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RB

Robert F. Blaser

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CRD#: 1028844
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Frederick Blaser was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1982. Robert had worked at 11 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 14, 2010 - December 31, 2011

CAPITAL INVESTMENT GROUP, INC.

BD
CRD#: 14752
MOORESVILLE, NC
Past

November 2, 2007 - March 31, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
MOORESVILLE, NC
Past

September 24, 2007 - October 3, 2007

KOVACK SECURITIES INC.

BD
CRD#: 44848
FT. LAUDERDALE, FL
Past

November 30, 2005 - September 24, 2007

FSC SECURITIES CORPORATION

BD
CRD#: 7461
MOORESVILLE, NC
Past

March 18, 2002 - November 30, 2005

PAN-AMERICAN FINANCIAL ADVISERS

BD
CRD#: 15578
NEW ORLEANS, LA
Past

March 14, 1996 - April 17, 2002

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

April 3, 1995 - March 13, 1996

HARDMAN FINANCIAL SERVICES, INC.

BD
CRD#: 35298
WEST PALM BEACH, FL
Past

July 27, 1994 - March 23, 1995

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
ST. LOUIS, MO
Past

June 8, 1988 - August 9, 1994

HIBBARD BROWN & CO., INC.

BD
CRD#: 18246
NEW YORK, NY
Past

February 2, 1987 - May 31, 1988

SHERWOOD CAPITAL, INC.

BD
CRD#: 10474
Past

March 8, 1982 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/28/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CI
CAPITAL INVESTMENT GROUP, INC.
CAPITAL INVESTMENT COMPANIES | CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752 / SEC#: , 8-31225

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
100 E. Six Forks Road Ste 200, Raleigh, NC 27609
Mailing Address
P.o. Box 32249, Raleigh, NC 27622
Phone number
(919) 831-2370
Established
North Carolina since 01/06/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
R.B.S.B. FAMILY TRUSTOWNER
NICHOLSON, WILLIAM BATEMAN SRSHAREHOLDER2585041
BATTLE, RICHARD STAATSSHAREHOLDER2349045
BROOKS, BENJAMIN TIMOTHY IIIPRESIDENT2206321
BRYANT, RICHARD KINGCEO/TREASURER/FINOP/CO-TRUSTEE1069685
DRESSLER, KURT ALANSHAREHOLDER2381036
EDDINS, WILLIAM HAROLD JRASSISTANT VICE PRESIDENT1724993
HARDEN, RONALD TODDSHAREHOLDER1528810
KING, RONALD LEECHIEF COMPLIANCE OFFICER2530489
MCDONALD, CORNELIUS TRAWICK IIIASSISTANT VICE PRESIDENT1288377
SADLER, SUZANNE BRYANTCO-TRUSTEE6313854

Disclosures


Regulatory Event7
Arbitration3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

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