Robert M. Myrick

NWT ADVISORS

Duvall, WA 98019

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CRD#: 1289814

Professional summary

Robert Morgan Myrick, CFP® is a registered financial advisor currently at NWT ADVISORS, LLC located in Duvall, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

ROBERT MYRICK, CFP, EA, INCOME TAX PREPARATION,4004 NE 4TH ST, STE 107-473, RENTON, WA. 5-10 HOURS PER MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Morgan Myrick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

May 12, 2011 - Present

NWT ADVISORS, LLC

Office #1: 15315 1st Ave Ne Ste 205b, Duvall, WA 98019

RIA

CRD#: 151192

Duvall, WA

Past

September 29, 2009 - May 13, 2011

MONTICELLO INVESTMENT SERVICES, INC.

RIA

CRD#: 140851

NEOSHO, MO

Past

September 1, 2009 - May 13, 2011

MIDAMERICA FINANCIAL SERVICES, INC.

CRD#: 47351

RENTON, WA

Past

February 4, 2002 - September 3, 2009

MUTUAL SERVICE CORPORATION

RIA

CRD#: 4806

RENTON, WA

Past

March 31, 1999 - September 3, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

RENTON, WA

Past

September 9, 1986 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

February 24, 1986 - September 16, 1986

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

August 15, 1984 - February 25, 1986

FREEMAN FINANCIAL SERVICES CORPORATION

CRD#: 6722

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(5/12/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/22/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/24/1989

General Securities Principal Examination

Current Firm

NWT ADVISORS, LLC

NWT ADVISORS | NWT FINANCIAL ADVISORS, LLC | NWT ADVISORS, LLC

CRD#: 151192 / SEC#:

Washington

Registered Investment Advisory firm - (9/16/2009 Approved)

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Contact information

Main Address

15315 1st Ave Ne Ste 205b, Duvall, WA 98019

Mailing Address

Po Box 1581, Duvall, WA 98019

Phone number

(425) 786-2350

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 15,380,947

Red Flags

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

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Firm Stability Insights

Robert M. Myrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Morgan Myrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONTICELLO INVESTMENT SERVICES, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

MUTUAL SERVICE CORPORATION

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

FREEMAN FINANCIAL SERVICES CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/1984

Series 7

Date: 1/18/1986

Series 6

Date: 8/14/1984

Series 24

Date: 10/24/1989

Current Firm

NWT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NWT ADVISORS, LLC

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