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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walker is a financial advisor with Grove Point Advisors, LLC and has been working in the financial services industry since 1999. Robert is licensed to provide investment advice in Tennessee. Robert has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Robert has a strong background in insurance sales, particularly in Medicare and long-term care products. Grove Point Advisors, LLC is a Registered Investment Advisor (RIA) and is based in Rockville, Maryland.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
TN
10/12/2009 - 12/15/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (ALCOA TN)
TN
08/04/2009 - 10/15/2009
GENWORTH FINANCIAL SECURITIES CORPORATION (MARYVILLE TN)
TN
03/16/2000 - 07/21/2009
SECURITIES SERVICE NETWORK, INC. (MARYVILLE TN)
IL
04/01/1999 - 04/28/2000
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
BOTH
Issued 08/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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