Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Douglas Blair is a financial advisor with Peak American Investment Advisors, Inc. located in Plano, TX. Robert has been in the financial industry since October 2007. Robert has a wide range of experience working with a variety of clients, including individuals, high-net-worth individuals, and businesses. Robert is a Certified Financial Planner® professional, and specializes in financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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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TX
02/11/2025 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
Active
Inactive
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