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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edgar is an investment advisor representative at Onedigital Investment Advisors. Robert has over 20 years of experience in the financial services industry. Robert has a Series 6, 7, 63, and 65 licenses. Prior to joining Onedigital Investment Advisors, Robert was employed at The Huntington Investment Company. Robert specializes in providing investment advice and financial planning to individuals, families, and businesses. Robert has a wide range of experience in portfolio management, retirement planning, and estate planning. He is committed to providing personalized financial advice that meets the unique needs of each of his clients.
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.
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.
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2
KS
04/19/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
OH
02/15/2022 - 07/07/2023
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
KS
07/08/2003 - 01/07/2022
GWFS EQUITIES, INC. (Topeka KS)
MO
09/27/1999 - 03/07/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
RI
08/20/1993 - 02/26/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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