Robert Pool has been Investment Advisor/Owner of Fort Vancouver Investment Management since December 2010, is a control person of the firm and directly owns between 25% and 50% of it. Robert Pool holds a Bachelor's degree in business management from George Fox University and a Master's degree in financial services from the Institute of Business and Finance.
Fort Vancouver Investment Management, LLC is a Vancouver, WA firm with $237M under management, 194 clients and 4 advisers in one office, as of its February 2026 filing.
Rob Pool is Founder & Lead Advisor of Fort Vancouver Investment Management. His financial career spans more than two decades. In 2002 he joined Arcadia Investment Advisors, where he served as partner, chief compliance officer and investment manager, and later formalized his ownership interest at Arcadia, now named Fort Vancouver Investment Management, LLC.
Robert Pool’s longest registration is the current one, 14 years at Fort Vancouver Investment Management since 2011. Before joining Fort Vancouver Investment Management in 2011, Robert Pool was registered through Arcadia Investment Advisors, LLC.
- – present · 14 yearsVancouver, WA · Adviser representative · Firm CRD 157019
- Arcadia Investment Advisors, LLC– · 9 yearsVancouver, WA · Adviser representative · Firm CRD 109590
Professional designations
Listed by Fort Vancouver Investment Management
- CFP®
Investment adviser representative registrations
Robert Pool is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2011; the most recent is Oregon, in December 2011.
- OregonSince 12 December 2011
- TexasResidentSince 29 November 2011
- WashingtonSince 14 November 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 31 August 1998 |
| Series 7 | General Securities Representative Examination | 28 July 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Douglas Pool
- CRD
- 3074685
- Firm
- Fort Vancouver Investment Management · CRD 157019
- Role
- Investment Advisor/Owner
- Office
- 1601 OFFICERS ROW, Vancouver, WA 98661
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortvancouverim.com
Where does Robert Pool work?
Robert Pool has been Investment Advisor/Owner of Fort Vancouver Investment Management, LLC since December 2010, and is a control person of the firm.
Is Robert Pool a financial advisor?
Yes. Robert Pool has a current investment-adviser registration in Oregon, Texas and Washington, through Fort Vancouver Investment Management since November 2011.
How many years of experience does Robert Pool have?
Robert Pool has 23 years in the financial industry, since January 2003, across 2 adviser firms.
What exams has Robert Pool passed?
Robert Pool has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 1998.
Where is Robert Pool based?
Robert Pool’s registered office is in Vancouver, WA.
Is Robert Pool registered with FINRA?
No. Robert Pool has no current broker registration.
Is Robert Pool a CFP?
Fort Vancouver Investment Management lists Robert Pool with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Robert Pool’s record?
Search CRD 3074685 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Pool’s full registration record.
