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RB

Robert T. Bishop

ROBERT BISHOP FINANCIAL PLANNING & SERVICES
Tampa, FL 33629
Some features on this profile are disabled
CRD#: 5235614
RB

Professional summary

Robert Thomas Bishop III, who also goes by Robert Thomas Bishop, is a registered financial advisor currently at ROBERT BISHOP FINANCIAL PLANNING & SERVICES located in Tampa, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Thomas Bishop

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.
Independent Life and Annuity Agent Robert Bishop Financial Planning & Services This business is used only as a convenience for my advisory clients and is used only as an "As needed "basis based on a Financial Plan and time spent doing it is totally dependent on any client needing and requesting this service. My license is effective as of 12/20/2007

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Bishop III'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

November 28, 2006 - Present

ROBERT BISHOP FINANCIAL PLANNING & SERVICES

Office #1: 4326 El Prado Blvd. Suite #3, Tampa, FL 33629
RIA
CRD#: 142192
Tampa, FL

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
Florida
(11/28/2006)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/5/2006
Uniform Investment Adviser Law Examination

Current Firm

RB
ROBERT BISHOP FINANCIAL PLANNING & SERVICES
ROBERT BISHOP FINANCIAL PLANNING & SERVICES | ROBERT THOMAS BISHOP III

CRD#: 142192 / SEC#:

Florida
Registered Investment Advisory firm - (11/28/2006 Approved)
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Contact information

Main Address
4326 El Prado Blvd. Suite #3, Tampa, FL 33629
Mailing Address
Phone number
(813) 837-7000
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts39
AUM (Assets Under Management)$ 9,457,373

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.

Company Information

ROBERT BISHOP FINANCIAL PLANNING & SERVICES

CRD#: 142192Tampa, FL 33629

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