Robert L. England
Professional summary
Robert Lee England, who also goes by Bob England, is a registered financial advisor currently at ASSET WEALTH ADVISORS, LLC located in Scottsdale, Arizona.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1975. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 5, PC, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lee England's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 22, 2020 - Present
ASSET WEALTH ADVISORS, LLC
August 23, 2010 - December 31, 2019
ASSET WEALTH ADVISORS, LLC
August 28, 1991 - November 23, 2010
LPL FINANCIAL LLC
February 8, 1988 - November 23, 2010
LPL FINANCIAL LLC
February 24, 1978 - February 27, 1988
MORGAN STANLEY DW INC.
September 2, 1975 - February 24, 1978
DEAN WITTER & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2020)
(5/22/2020)
(7/24/2020)
Exams
Series 5
Date: 12/11/1982
Interest Rate Options ExaminationPC
Date: 2/6/1979
AMEX Put and Call ExamCurrent Firm
ASSET WEALTH ADVISORS, LLC
CRD#: 153250 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 14,842,000 |
Red Flags
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