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Robert Campbell Maroon

Southeast Investments, N.c., Inc.

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About Robert Campbell Maroon

Robert Campbell Maroon has over 30 years of experience in the financial services industry. Robert is currently registered with Southeast Investments, N.c., Inc. and has been with the firm since December 2006. Prior to that, Robert was employed by Newbridge Securities Corporation, The (Wilson) Williams Financial Group, Pro-Integrity Securities, Inc., Sunpoint Securities, Inc. and Great Western Financial Securities Corporation. Robert has Series 7 and SIE licenses.

Firm Information

Robert Maroon is currently registered with Southeast Investments, N.c., Inc.. Southeast Investments, N.c., Inc. is a Corporation that was formed on December 6, 1996. They are a registered investment advisor with the SEC and all 51 states. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. They also offer wrap fee program participation.

Not reported

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Offer products as a b/d on a commission basis

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Robert Maroon’s Registration & Firm History

NC

12/04/2006 - Present

Southeast Investments, N.c., Inc. (CHARLOTTE NC)

FL

03/31/2005 - 12/04/2006

NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)

TX

01/03/2005 - 05/20/2005

THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)

TX

11/29/1999 - 12/31/2004

PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)

TX

01/07/1998 - 11/19/1999

SUNPOINT SECURITIES, INC. (LONGVIEW TX)

CA

09/19/1991 - 01/09/1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Campbell Maroon.
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