ROBERT LEE ORTBALS is an investment adviser representative (IAR) with state registration records since 2010, appearing at 3 firms. Currently registered with CONCURRENT INVESTMENT ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | 2023-05-31 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2016-06-07 | 2023-06-05 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-05-13 | 2016-06-01 | — |