Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bourland is a financial advisor at U.S. Capital Wealth Advisors, LLC. Robert has over 25 years of experience in the financial services industry and has held various roles at different firms. Robert is a registered representative and investment advisor representative with U.S. Capital Wealth Advisors, LLC, which is headquartered in Houston, Texas. The firm provides investment advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Robert holds a Series 7, Series 63, Series 52TO, Series 53, Series 9, and Series 10 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
TX
06/30/2021 - Present
U.s. Capital Wealth Advisors, LLC (AUSTIN TX)
TX
06/28/2013 - 10/27/2015
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
02/22/2013 - 06/24/2013
INTERNATIONAL ASSETS ADVISORY, LLC (GRAPEVINE TX)
TX
02/01/2013 - 02/12/2013
IMS SECURITIES, INC. (GRAPEVINE TX)
TX
12/10/2012 - 01/03/2013
KOVACK SECURITIES INC. (GRAPEVINE TX)
TX
03/29/2012 - 12/18/2012
FSC SECURITIES CORPORATION (GRAPEVINE TX)
TX
05/09/2008 - 04/05/2012
SOUTHWEST SECURITIES, INC. (SOUTHLAKE TX)
TX
04/16/2007 - 05/16/2008
CENTURY SECURITIES ASSOCIATES, INC. (SOUTHLAKE TX)
TX
10/09/2001 - 04/17/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SOUTHLAKE TX)
NY
09/17/1998 - 10/17/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
01/09/1998 - 11/03/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
02/10/1997 - 05/07/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/08/2012
Series 4 - Registered Options Principal Examination
BC
Issued 04/22/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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