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 Withers is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with LPL Financial LLC in Denver, CO and Minneapolis, MN. Prior to joining LPL Financial LLC, Robert worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Piper Jaffray Inc., U.S. Bancorp Investments, Inc., CFS Brokerage Corp., and Paine Webber Incorporated. Robert is a licensed advisor in multiple states including Arizona, Colorado, Florida, Minnesota and Oklahoma.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
08/01/2022 - Present
LPL Financial LLC (DENVER CO)
MN
11/11/1999 - 08/25/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
MN
05/17/1999 - 10/06/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
05/24/1995 - 05/20/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
03/15/1993 - 10/21/1994
CFS BROKERAGE CORP. (NEW YORK NY)
NY
06/10/1986 - 01/01/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
04/13/1981 - 06/16/1986
PAINEWEBBER INCORPORATED
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Withers is the right advisor for you? Invested Better is here to help.
