Robert D. Pool

FORT VANCOUVER INVESTMENT MANAGEMENT

Vancouver, WA 98661

Some features on this profile are disabled

CRD#: 3074685

Professional summary

Robert Douglas Pool, CFP®, ChFC® is a registered financial advisor currently at FORT VANCOUVER INVESTMENT MANAGEMENT, LLC located in Vancouver, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 5 firms and has passed the Series 66 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Douglas Pool's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2002

ChFC^®

Chartered Financial Consultant

Experience

Current

November 14, 2011 - Present

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Office #1: 1601 Officers Row, Vancouver, WA 98661

RIA

CRD#: 157019

Vancouver, WA

Past

January 15, 2003 - January 26, 2012

ARCADIA INVESTMENT ADVISORS, LLC

RIA

CRD#: 109590

VANCOUVER, WA

Past

June 28, 2000 - December 10, 2002

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

July 29, 1998 - June 9, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 29, 1998 - June 9, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

CRD#: 157019 / SEC#: 801-112403

RIA

Registered Investment Advisory firm - (2/1/2018 Approved)

California

Registered Investment Advisory firm - (1/1/2016 Terminated)

Oregon

Registered Investment Advisory firm - (2/12/2018 Terminated)

Texas

Registered Investment Advisory firm - (2/6/2018 Terminated)

Washington

Registered Investment Advisory firm - (2/13/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Oregon
(12/12/2011)

IAR

Texas
(11/29/2011)

IAR

Washington
(11/14/2011)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/1998

General Securities Representative Examination

Current Firm

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

CRD#: 157019 / SEC#: 801-112403

RIA

Registered Investment Advisory firm - (2/1/2018 Approved)

California

Registered Investment Advisory firm - (1/1/2016 Terminated)

Oregon

Registered Investment Advisory firm - (2/12/2018 Terminated)

Texas

Registered Investment Advisory firm - (2/6/2018 Terminated)

Washington

Registered Investment Advisory firm - (2/13/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1601 Officers Row, Vancouver, WA 98661

Mailing Address

Phone number

(360) 823-0477

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/9/2025)

ADV PART 2B (1/31/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 185,905,738

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.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert D. Pool

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Douglas Pool's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

ARCADIA INVESTMENT ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/1998

Series 7

Date: 7/28/1998

Current Firm

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORT VANCOUVER INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors