Robert L. Bjur
Professional summary
Robert Lloyd Bjur, CFP®, who also goes by Robert Bjur, is a registered financial advisor currently at COAST CAPITAL MANAGEMENT located in Bainbridge Is., Washington.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 3 firms and has passed the Series 63, Series 65, Series 7, Series 28 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lloyd Bjur's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
August 22, 2006 - Present
COAST CAPITAL MANAGEMENT
May 5, 1994 - December 31, 1998
KMS FINANCIAL SERVICES, INC.
January 14, 1994 - May 17, 1994
COAST PARTNERS FINANCIAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2006)
Exams
Series 28
Date: 4/29/1994
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
COAST CAPITAL MANAGEMENT
CRD#: 115767 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 12,956,450 |
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.
