Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hardcastle is a financial advisor with over 30 years of experience in the industry. Robert is registered to provide investment advice in 24 states and has a Series 6, Series 22, Series 26 and Series 63 license. Robert's current firm is BFC Planning, Inc., a firm that provides investment advisory services to individuals, corporations, and pension plans. Robert has experience with financial planning, selection of other advisors, and 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.
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.
Solicitor fee
1
2
MO
09/28/2016 - Present
BFC Planning, Inc. (Chesterfield MO)
MO
09/01/2016 - 10/13/2016
SUMMIT BROKERAGE SERVICES, INC. (CHESTERFIELD MO)
MO
06/04/2004 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (CHESTERFIELD MO)
CT
09/20/1999 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
FL
04/04/1989 - 06/10/2004
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NA
09/01/1987 - 01/01/1989
FORSYTH SECURITES, INC.
NA
09/29/1987 - 10/14/1987
PHOENIX EQUITY PLANNING CORPORATION
NA
01/30/1986 - 08/13/1987
FIRST ALLIANCE FINANCIAL SERVICES, INC.
BC
Issued 03/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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