Robert Simon

from River Capital Advisors, Lc
SEC regulated
Regulated Investment Advisor
Robert Simon is a financial advisor based in Florida, Jacksonville, with 17 years of experience. Robert currently works for River Capital Advisors, Lc. Robert maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Simon works at River Capital Advisors, Lc
River Capital Advisors, Lc is a financial advisory firm based in Jacksonville, Florida. It currently has approximately $221,826,202 of assets under management and employs about 7 people. River Capital Advisors, Lc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
5011 Gate Parkway, Building 100, Suite 300, Jacksonville, Florida, 32256

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