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Robert Cline Armour

Zeches Wealth Management

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About Robert Cline Armour

Robert Armour is a financial advisor with Zeches Wealth Management, registered to provide investment advice in Arizona. Robert has been a registered investment advisor for over 30 years and has worked with various financial firms including CETERA ADVISOR NETWORKS LLC, LINSCO/PRIVATE LEDGER CORP., and AEGON USA SECURITIES INC. Robert's areas of expertise include providing financial planning, portfolio management for individuals, and selecting other advisors. He also specializes in providing investment advice to clients with a high net worth.

Firm Information

Robert Armour is currently registered with Zeches Wealth Management. Zeches Wealth Management is a registered investment advisor located in Maryland. The firm manages approximately $88.7 million in assets for 198 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning and portfolio management services.

$88.70M

Assets Under Management

Not reported

Total Clients

3

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 Armour’s Registration & Firm History

AZ

07/29/2015 - Present

Zeches Wealth Management (MESA AZ)

AZ

01/03/2003 - 06/11/2015

CETERA ADVISOR NETWORKS LLC (MESA AZ)

SC

09/02/1997 - 12/31/2002

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

IA

02/05/1992 - 09/08/1997

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

AZ

06/18/1989 - 02/03/1992

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

NA

05/11/1982 - 06/18/1989

SOUTHMARK FINANCIAL SERVICES, INC.

NA

04/05/1982 - 05/17/1982

PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED

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Licenses & Designations

IA

Issued 12/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Cline Armour. Review regulatory record here.
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