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Robert Curtiss Marlowe

Revo Financial, LLC

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About Robert Curtiss Marlowe

Robert Marlowe is an Investment Advisor Representative with Revo Financial, LLC. Robert is a Registered Investment Advisor, holding licenses in both Texas and Oklahoma. He is active in the investment industry since 2008. Robert previously worked at Cambridge Legacy Securities L.L.C., Securities America, Inc. and Brecek & Young Advisors, Inc. Robert Marlowe is licensed to provide securities and investment advisory services. He is also an Independent Insurance Agent, assisting clients with life and LTC insurance. Robert Marlowe has experience working with High Net Worth Individuals and Individuals other than High Net Worth. Revo Financial, LLC provides portfolio management, financial planning, and other services. The firm manages approximately $118,570,330 in assets under management.

Firm Information

Robert Marlowe is currently registered with Revo Financial, LLC. Revo Financial, LLC is a financial advisory firm that provides a range of services, including financial planning, portfolio management for individuals, and publication of periodicals. The firm manages approximately $118,570,330 in assets for 190 clients, including high-net-worth individuals and individuals other than high-net-worth. They have a team of 4 licensed agents and 3 investment advisor representatives.

$118.57M

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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other

Percentage of assets under advisement

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Robert Marlowe’s Registration & Firm History

TX

02/04/2015 - Present

Revo Financial, LLC (MONTGOMERY TX)

TX

02/01/2010 - 04/25/2012

CAMBRIDGE LEGACY SECURITIES L.L.C. (THE WOODLANDS TX)

NE

02/04/2009 - 02/01/2010

SECURITIES AMERICA, INC. (LAVISTA NE)

TX

01/23/2009 - 02/03/2009

SECURITIES AMERICA, INC. (THE WOODLANDS TX)

TX

04/08/2008 - 01/23/2009

BRECEK & YOUNG ADVISORS, INC. (THE WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 05/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Curtiss Marlowe.
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