Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Decker is a financial advisor with Gallagher Fiduciary Advisors, LLC. Robert has been in the financial services industry since October 13, 2013, and holds Series 6, 63, and 65 licenses. Robert is a Registered Representative and Investment Adviser Representative and is licensed to provide investment advice in Connecticut, Massachusetts, New York, and Wisconsin. Previously, Robert worked at TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC. Robert specializes in retirement planning and financial planning services for individuals, families, and businesses.
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.
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.
See schedule d misc. for explanation
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.
1
2
MA
06/08/2022 - Present
Gallagher Fiduciary Advisors, LLC (Boston MA)
MA
03/28/2022 - 08/23/2024
TRIAD ADVISORS LLC (Boston MA)
MA
10/14/2013 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Boston MA)
IA
Issued 01/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Decker is the right advisor for you? Invested Better is here to help.
