Unclaimed
Robbie Kirkpatrick MacGregor is an investment advisor representative with Great Point Capital LLC. Robbie has been in the industry since July 3, 2005. Robbie's registration is active in Texas. Robbie has passed the Series 7, Series 55, Series 63, and Series 57TO exams. Robbie was previously registered with Assent LLC and Kershner Trading Group, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
TX
07/16/2010 - Present
Great Point Capital LLC (AUSTIN TX)
TX
04/26/2010 - 07/26/2010
ASSENT LLC (AUSTIN TX)
TX
02/06/2004 - 11/28/2008
KERSHNER TRADING GROUP, LLC (AUSTIN TX)
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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