J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
24yrs
Robert Pulles has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Miami, Florida. After a year at FFP Advisory Services and a year at Signator Investors, Robert joined Principal Securities in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Robert holds the CFP® designation.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top 19% by experience in Miami
Office703 Waterford Way Suite 190, Miami, FL 33126
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2006 – nowPrincipal Securities, Inc.Current firm
- Aug 2005 – Feb 2006FFP Advisory Services Inc.Previously
- Apr 2004 – Aug 2005Signator Investors, Inc.Previously
- Feb 2003 – Oct 2003Truist Investment Services, Inc.Previously
Contact Robert
Local office(786) 257-2200Ask for Robert. (888) 774-6267Main office · Des Moines, IA 703 Waterford Way Suite 190Miami, FL 33126Office · Get directions X (Twitter) pagePrincipal Securities
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Robert’s local office at (786) 257-2200 or the Principal Securities main office at (888) 774-6267, and ask for Robert Pulles.
How long has Robert been a financial advisor?
Robert has been in the industry since 2003, about 24 years. Top 19% by experience in Miami.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Miami
Raymond James & Associates
46yrs
Top 1% by experience in Miami
Merrill
46yrs
Top 1% by experience in Miami
Citigroup Global Markets
45yrs
Sergio Teijelo
Financial advisor
Citi Wealth Management, Sales 201 S. Biscayne Blvd, Suite 100
Miami, FL 33131
Miami, FL 33131
Top 1% by experience in Miami
RBC Capital Markets
45yrs
Top 1% by experience in Miami