Unclaimed
Robert Christy Deming is an investment advisor representative with Independent Financial Partners. Robert has been working in the financial industry for over 30 years, and is licensed to practice in Colorado, North Carolina, Pennsylvania, and Texas. Independent Financial Partners has been serving clients since 1987 and offers a wide range of financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
TX
01/13/2012 - Present
Independent Financial Partners (Fredericksburg TX)
TX
07/01/2009 - 05/23/2019
LPL FINANCIAL LLC (FREDERICKSBURG TX)
TX
07/31/1992 - 07/07/2009
METLIFE SECURITIES INC. (DALLAS TX)
TX
07/31/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
CA
08/27/1985 - 06/08/1992
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 02/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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