A complete list of active advisors currently associated with Robert Bishop Financial Planning & Services
Warmer can help you find a great advisor at Robert Bishop Financial Planning & Services or one who fits your needs even better.
The firm provides ongoing portfolio management and financial planning to individual clients, preparing an Investment Policy Statement tailored to each client's goals, time horizon, and risk tolerance. The brochure reports discretionary assets of $2,664,849 as of December 2017 and a small client base (22 clients), and notes there is no account minimum for services. The firm describes a multi‑method investment approach — including charting, cyclical, fundamental, modern portfolio theory, quantitative, and technical analysis — and implements both long‑term and short‑term trading strategies, typically under discretionary authority. It requires clients to use a specified broker‑dealer (Scottrade), may receive soft‑dollar research benefits, and states it seeks best execution when selecting custodians. Noteworthy details disclosed in the brochure include that the firm's principal is a licensed insurance agent who may offer commissionable insurance products, creating a potential conflict of interest the firm acknowledges. The brochure also records an administrative consent agreement with the Florida Office of Financial Regulation dated December 27, 2016, including a $3,500 civil penalty for administrative deficiencies, a disciplinary disclosure included in Item 9.
To learn more about the advisors currently working at Robert Bishop Financial Planning & Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 19
|
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