Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Thomas is an investment advisor representative with Empirical Wealth Management. Robert has been in the industry since August 2013 and has been with Empirical Wealth Management since November 2016. Robert holds a Series 65 license and is registered to provide investment advisory services in Washington and California. Robert specializes in working with high-net-worth individuals, corporations, and other businesses. Robert also provides financial planning and portfolio management 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
05/23/2022 - Present
Empirical Wealth Management (SEATTLE WA)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Robert Thomas is the right advisor for you? Invested Better is here to help.
