Unclaimed
Robert McColl is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Robert has been in the industry for over 21 years and is registered with the state of South Carolina. Robert specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, investment companies, and pooled investment vehicles. Robert also works as a Field Agent for Knights of Columbus Insurance, selling life insurance and annuities, long-term care insurance, and disability insurance.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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SC
08/24/2021 - Present
Knights OF Columbus Asset Advisors LLC (Summerville SC)
IA
Issued 08/24/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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