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Robert Charles Eifert

Cahaba Wealth Management, Inc.

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About Robert Charles Eifert

Robert Charles Eifert is a financial advisor registered with Cahaba Wealth Management, Inc. Robert has been working in the financial industry since 2016 and is currently registered with the state of Alabama. Robert holds Series 63, Series 65, and Series 7 licenses as well as the SIE exam. Robert is a Certified Financial Planner. Cahaba Wealth Management, Inc. is a firm headquartered in Atlanta, Georgia and has offices in Birmingham, Alabama. Robert's specializations include Fixed Income, Equity Securities and Mutual Funds and Retirement Planning.

Firm Information

Robert Eifert is currently registered with Cahaba Wealth Management, Inc.. Cahaba Wealth Management, Inc. is a registered investment advisor headquartered in Atlanta, GA. The firm manages approximately $1.5 billion in assets for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides a range of services, including financial planning, portfolio management for individuals, and selection of other advisers.
Cahaba Wealth Management, Inc.

1200 PEACHTREE STREET NE

ATLANTA, GA 30309

$1.50B

Assets Under Management

80

Total Clients

14

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Robert Eifert’s Registration & Firm History

GA

08/18/2020 - Present

Cahaba Wealth Management, Inc. (ATLANTA GA)

TX

11/20/2017 - 03/13/2020

FIDELITY DISTRIBUTORS COMPANY LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 08/07/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Charles Eifert.
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