Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Deaton Smith is a financial advisor at Thayer Financial, LLC. Robert has been working in the financial industry for 7 years and has a strong track record of providing financial advice to a variety of clients. Robert is a Certified Financial Planner and a Chartered Financial Consultant. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals, charitable organizations and pension and profit sharing plans. Robert has experience working with clients in North Carolina, Tennessee, and Texas.
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.
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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NC
09/17/2019 - Present
Thayer Financial, LLC (HICKORY NC)
NC
04/26/2018 - 08/15/2019
SAGEPOINT FINANCIAL, INC. (CORNELIUS NC)
NC
02/10/2016 - 04/27/2018
AXA ADVISORS, LLC (HICKORY NC)
IA
Issued 03/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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