Unclaimed Profile

Robert John Skinner

IEQ CAPITAL, LLC·FOSTER CITY, California

IEQ CAPITAL, LLC

950 TOWER LANE, FOSTER CITY, CA 94404CRD# 2680849Firm CRD# 301819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert John Skinner · FOSTER CITY, CA

Registration

CRD #2680849 · IEQ CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Robert John Skinner is a registered financial advisor based in FOSTER CITY, California, affiliated with IEQ CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

IEQ CAPITAL, LLC

AUM

$23.6B

Regulatory assets under management

Employees

156

Total firm employees

View all advisors at IEQ CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2680849

Firm CRD# 301819

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert John Skinner offer?

Robert John Skinner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Robert John Skinner's credentials?

Robert John Skinner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Skinner located?

Robert John Skinner is based in FOSTER CITY, California, working with IEQ CAPITAL, LLC. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.

How does Robert John Skinner charge for services?

Robert John Skinner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IEQ CAPITAL, LLC?

IEQ CAPITAL, LLC has approximately 156 employees and manages $23.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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