Robert L. Stewart

CCF ADVISORS LLC

ROCKY RIVER, OH 44116

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CRD#: 2616581

Professional summary

Robert Leon Stewart JR is a registered financial advisor currently at CCF ADVISORS LLC located in Rocky River, Ohio and FORTUNE FINANCIAL SERVICES, INC. located in Rocky River, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

CLEVELAND COLLEGE FUNDING 5 HRS/MONTH, 2 HRS DURING TRADING HOURS 4. INDEPENDENT FIXED INSURANCE BUSINESS / SELLING FIXED LIFE INSURANCE AND ANNUITIES/ COLLEGE FUNDING PLANNING / APPROVED OCTOBER 5, 2005--1 HOURS/MONTH, 1 DURING TRADING HOURS 5. CCF ADVISORS - FEES FROM ASSETS, REGISTERED INVESTMENT ADVISOR PART OWNER OF STEWART/ANGNEY ENTERPRISES FOR ACCOUNTING PURPOSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Leon Stewart JR's CRS (Customer Relationship Summary).

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

Current

June 22, 2006 - Present

CCF ADVISORS LLC

Office #1: 21851 Center Ridge Road Suite 404, Rocky River, OH 44116

RIA

CRD#: 141018

ROCKY RIVER, OH

Current

July 5, 2006 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 20033 Detroit Road North Ridge Annex, Suite B, Rocky River, OH 44116

CRD#: 42150

Rocky River, OH

Past

April 30, 2001 - November 25, 2003

THE TYLER-STONE GROUP

RIA

CRD#: 120229

SHAKER HTS., OH

Past

January 17, 2001 - June 29, 2006

LPL FINANCIAL LLC

RIA

CRD#: 6413

WESTLAKE, OH

Past

December 5, 2000 - June 29, 2006

LPL FINANCIAL LLC

CRD#: 6413

WESTLAKE, OH

Past

April 7, 1997 - October 3, 2000

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

June 22, 1995 - March 14, 1997

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Ohio
(6/22/2006)

Ohio
(7/5/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/1996

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 6/15/1995

Municipal Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CCF ADVISORS LLC

CRD#: 141018 / SEC#:

Ohio

Registered Investment Advisory firm - (6/19/2006 Approved)

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Contact information

Main Address

21851 Center Ridge Road Suite 404, Rocky River, OH 44116

Mailing Address

Phone number

(440) 253-2077

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 12,070,000

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.

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Advisor Monitoring

Firm Stability Insights

Robert L. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Leon Stewart JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNE FINANCIAL SERVICES, INC.

THE TYLER-STONE GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BANC ONE SECURITIES CORPORATION

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2000

Series 63

Date: 7/14/1995

SIE

Date: 10/1/2018

Series 7

Date: 1/11/1996

Series 52

Date: 6/15/1995

FINRA

Current Firm

CCF ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CCF ADVISORS LLC

TRUST BUT VERIFY

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