Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bradley-poole Propst is an investment advisor representative currently registered with Captrust in Birmingham, Alabama. Robert has over 17 years of experience in the financial industry and is licensed in Alabama. Prior to joining Captrust, Robert has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Empower Financial Services, Inc., TIAA-CREF Individual & Institutional Services, LLC, AXA Advisors, LLC, and World Group Securities, Inc. Robert specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AL
07/30/2024 - Present
Captrust (Birmingham AL)
AL
07/31/2023 - 07/12/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
CO
06/14/2022 - 08/16/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
AL
09/12/2006 - 04/29/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BIRMINGHAM AL)
NC
05/11/2005 - 07/28/2006
AXA ADVISORS, LLC (CHARLOTTE NC)
GA
08/23/2004 - 05/31/2005
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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