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RS

Robert D. Sturm

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CRD#: 1756570
RS

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 Dean Sturm was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1987. Robert had worked at 4 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

March 15, 1989 - March 16, 1989

WILLIAM BARTON FINANCIAL, INC.

BD
CRD#: 13893
Past

March 15, 1989 - July 29, 1989

FIRST CHOICE SECURITIES CORP.

BD
CRD#: 17021
Past

October 31, 1988 - March 9, 1989

FINNET SECURITIES, INC.

BD
CRD#: 17960
Past

October 21, 1987 - November 28, 1988

POWER SECURITIES CORPORATION

BD
CRD#: 15527

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: 12/9/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WB
WILLIAM BARTON FINANCIAL, INC.
WILLIAM BARTON FINANCIAL, INC. | XCEL SECURITIES, INC.

CRD#: 13893 / SEC#: , 8-29784

BD
Cancelled by FINRA on 05/03/1991
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 04/29/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


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


WILLIAM BARTON FINANCIAL, INC.

CRD#: 13893

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