Advisor at Robert L. Bender, Inc. dba Robert Bender & Associates
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Firm
Robert L. Bender, Inc. dba Robert Bender & Associates
Location
Pasadena, CA 91101
Credentials
Series 66
Industry experience
< 1 year
James Patrick is a financial advisor at Robert L. Bender, Inc. dba Robert Bender & Associates in Pasadena, CA. He holds a Series 66 designation and has been with the firm since 2013. Prior to joining the firm, he has no reported industry experience. Robert Bender & Associates provides asset and portfolio management to individual investors, high-net-worth clients, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental and technical analysis and offers discretionary account management with regular reviews and rebalancing.
Based on Robert L. Bender, Inc. dba Robert Bender & Associates
0.50% – 1.50%
199 S. Los Robles Avenue, Suite 530
Pasadena, CA 91101
California
Robert Bender & Associates
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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