Robert D. Kilivris
Professional summary
Robert David Kilivris, who also goes by Bob Morris, Robert D Morris, Robert David Morris, is a registered financial advisor currently at BCD ADVISORS located in Akron, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Robert has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert David Kilivris's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 13, 2014 - Present
BCD ADVISORS
January 3, 2013 - April 22, 2016
INVESTMENTS FOR YOU, INC.
June 27, 2005 - August 10, 2005
AMUNDI DISTRIBUTOR US, INC.
June 17, 2004 - June 9, 2011
FORTUNE FINANCIAL SERVICES, INC.
November 14, 2003 - May 26, 2004
LINCOLN FINANCIAL DISTRIBUTORS, INC.
November 5, 2001 - November 14, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
November 5, 2001 - November 15, 2003
OSAIC FA, INC.
December 5, 2000 - June 18, 2001
TRANSAMERICA CAPITAL, LLC
January 26, 2000 - December 21, 2000
TRANSAMERICA FINANCIAL ADVISORS, LLC
November 4, 1992 - February 2, 2000
AMUNDI DISTRIBUTOR US, INC.
May 9, 1990 - August 28, 1992
PROVIDENTMUTUAL FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/28/2016)
(1/13/2014)
Exams
Current Firm
BCD ADVISORS
CRD#: 169468 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 382 |
| AUM (Assets Under Management) | $ 44,134,300 |
Red Flags
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