Robert Joseph Amend Iii
Professional Summary
Robert Joseph Amend III, who also goes by Joseph Robert Amend, Trey Amend, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 2018 - 2020. Robert had worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph Robert Amend, Trey Amend
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
CAPGROUP INVESTMENT ADVISORS | CAPSTONE INVESTMENT GROUP | CAPRIN ASSET MANAGEMENT, LLC | CAPRIN ASSET MANAGEMENT LLC
Contact Information
Main Address
1802 Bayberry Court Suite 202, Henrico, VA 23226Phone Number
(804) 648-3333# of Employees
10Regulatory Assets Under Management
Total Number of Accounts
1,067AUM (Assets Under Management)
$1,373,745,986Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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