Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gecker is a registered investment advisor representative with Allworth Financial, LP and has been working in the financial services industry since 1993. Robert holds Series 63 and 65 licenses and has experience working with individuals, corporations, and charitable organizations. Robert specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Allworth Financial, LP is a registered investment advisor headquartered in Folsom, CA and manages over $19 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
01/07/2020 - Present
Allworth Financial, LP (ADDISON TX)
RI
02/23/1994 - 02/18/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
WI
02/08/1993 - 06/18/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
TX
01/04/1993 - 01/13/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
IA
Issued 03/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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