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Robert Joseph Banks

SEMINOLE ADVISORY SERVICES, LLC·BELLAIR BLUFFS, Florida
Clean recordSEMINOLE ADVISORY SERVICES, LLC
455 NORTH INDIAN ROCKS ROAD, BELLAIR BLUFFS, FL 33770-2011CRD# 1879397Firm CRD# 148975

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Joseph Banks · BELLAIR BLUFFS, FL
Registration
CRD #1879397 · SEMINOLE ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Joseph Banks is a registered financial advisor based in BELLAIR BLUFFS, Florida, affiliated with SEMINOLE ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SEMINOLE ADVISORY SERVICES, LLC
SEMINOLE ADVISORY SERVICES, LLC
AUM
$214M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SEMINOLE ADVISORY SERVICES, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1879397
Firm CRD# 148975
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Joseph Banks offer?
Robert Joseph Banks specializes in Retirement Planning, Fee-Only Advisory. Contact their office in BELLAIR BLUFFS, Florida for a consultation.
What are Robert Joseph Banks's credentials?
Robert Joseph Banks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Joseph Banks located?
Robert Joseph Banks is based in BELLAIR BLUFFS, Florida, working with SEMINOLE ADVISORY SERVICES, LLC. Their office serves clients in the BELLAIR BLUFFS metropolitan area and surrounding communities.
How does Robert Joseph Banks charge for services?
Robert Joseph Banks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEMINOLE ADVISORY SERVICES, LLC?
SEMINOLE ADVISORY SERVICES, LLC has approximately 4 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEMINOLE ADVISORY SERVICES, LLC

Joseph Ritter
BELLAIR BLUFFS, FL
Christopher Gerard Diaz
BELLAIR BLUFFS, FL
Kristopher Adams Dunlop
BELLAIR BLUFFS, FL
Myra Sue Peppi
CLEARWATER, FL
Ronald James Campbell
CLEARWATER, FL
Timothy Samuel Fetter
BELLAIR BLUFFS, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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