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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 Filmore is an investment advisor representative with Vanguard Advisers, Inc. Robert has been in the financial services industry since 2012 and has experience working with a variety of clients. Robert has a strong track record of helping clients achieve their financial goals. Robert is registered to provide investment advisory services in Arizona and Texas.
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.
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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AZ
04/27/2021 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
06/08/2020 - 11/23/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
04/09/2020 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
11/21/2019 - 01/31/2020
WOODBURY FINANCIAL SERVICES, INC. (PEORIA AZ)
AZ
04/05/2018 - 12/13/2019
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/04/2014 - 09/15/2017
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
05/16/2012 - 04/17/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 05/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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