Robert Malone Fehrman
Professional Summary
Robert Malone Fehrman, who also goes by Bob Fehrman, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1974 - 2022. Robert had worked at 13 firms and has passed the Series 63, Series 7TO, SIE, PC, Series 5, Series 1, Series 4 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bob Fehrman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
52 years in the financial services industry
Current & Past Employments
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Current Firm
MCINTYRE INVESTMENTS, INC. | NAPLES AIS, INC. | MSC - BD, LLC
Contact Information
Main Address
5 Centerpointe Drive Suite. 400, Lake Oswego, OR 97035Mailing Address
5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035Phone Number
(239) 287-3789Established
Florida since 07/10/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Arbitration
1Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
PC — AMEX Put and Call Exam
Passed Jan 1990Series 5 — Interest Rate Options Examination
Passed Nov 1981Series 1 — Registered Representative Examination
Passed Mar 1974Series 40 — Registered Principal Examination
Passed Feb 1978Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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