Bob Farmer
Senior Managing Director
- Role
- Senior Managing Director at Asset Preservation Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Bob Farmer
Asset Preservation Advisors (APA) is a Registered SEC Advisor and founded over 30 years…
Experience
Senior Managing Director
Aug 2008 — Present · Atlanta, GA, US
Responsible for developing new partnerships and establishing strategic alliances with Registered Investment Advisors and Broker/Dealers to help grow our firm\'s business. I also have responsibilities for client service to insure our clients receive the highest level of professional service.
Education
University of Richmond
MBA
Hampden-Sydney College
BS
Skills
- Client Development
- Asset Management
- Series 7
- Marketing Strategy
- Financial Advisory
- Risk Assessment
- Wealth Management
- Investment Advisory
- Dodd-Frank
- Investment Strategies
- Alternative Investments
- Fixed Income
- Risk Management Tools
- Securities
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Investment Management
- Series 65
- Municipal Bond Management, Wealth Management, Investment Strategies.
- Registered Investment Advisor
- Asset Allocation, Etfs.
- Client Services
- Wealth Management Services
- Municipal Bonds
- Fiduciary
- Municipal Bond Management
- Investments
- Financial Analysis
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