Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Cecil is a financial advisor with Churchill Management Group, registered with the state of Texas. Robert's investment experience began in 2010, with TD Ameritrade, Inc. and Wells Fargo Advisors. Robert has passed the Series 7, Series 66, and SIE exams. Robert has a Certified Financial Planner designation.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
09/13/2022 - Present
Churchill Management Group (Austin TX)
TX
08/22/2016 - 03/25/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AUSTIN TX)
TX
04/19/2012 - 07/29/2016
TD AMERITRADE, INC. (AUSTIN TX)
TX
11/22/2010 - 01/23/2012
WELLS FARGO ADVISORS, LLC (DALLAS TX)
BOTH
Issued 12/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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