Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barger is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Robert has been in the financial services industry since 2017 and is licensed to provide investment advice in New Jersey. Robert also works as an accountant at Robert Barger Accounting Services. Robert has a Series 65 license and is a specialist in financial planning, pension consulting, and selection of other advisors. Robert is also able to provide portfolio management for individuals.
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.
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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NJ
01/08/2018 - Present
Integrated Wealth Concepts LLC (Cherry Hill NJ)
IA
Issued 11/15/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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