Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Scurlock is an Investment Advisor Representative with Patriot Investment Management Group Inc. based in Knoxville, TN. Robert is a registered investment advisor in Tennessee. Robert has been in the industry since May 2018 and has a Series 65 license. Robert has a background in software development and holds a Series 65 license. Robert specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Referral fees (solicitor for other investment adviser)
1
2
TN
12/03/2018 - Present
Patriot Investment Management Group Inc. (KNOXVILLE TN)
IA
Issued 11/28/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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