Robert C. Naber
Professional summary
Robert Charles Naber is a registered financial advisor currently at MANAGED ASSET PORTFOLIOS, LLC located in Phoenix, Arizona.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 5 firms and has passed the Series 63, Series 65, Series 7, Series 24 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Charles Naber's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 2006 - Present
MANAGED ASSET PORTFOLIOS, LLC
July 16, 2012 - December 31, 2013
MIDAMERICA FINANCIAL SERVICES, INC.
February 13, 2012 - March 9, 2012
MATRIX CAPITAL GROUP, INC.
June 24, 2003 - June 7, 2006
AMERIPRISE ADVISOR SERVICES, INC.
June 24, 2003 - June 7, 2006
AMERIPRISE ADVISOR SERVICES, INC.
November 22, 2002 - June 25, 2003
CHOREO, LLC
October 17, 2002 - November 21, 2002
CHOREO, LLC
June 10, 1992 - June 24, 2003
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
MANAGED ASSET PORTFOLIOS, LLC
CRD#: 109574 / SEC#: 801-58125
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/17/2011)
Exams
Series 8
Date: 9/22/1993
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
MANAGED ASSET PORTFOLIOS, LLC
CRD#: 109574 / SEC#: 801-58125
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,928 |
| AUM (Assets Under Management) | $ 1,058,507,064 |
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.
