Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gills is an active investment advisor representative with Grove Point Advisors, LLC, located in Rockville, MD. Robert has been in the financial services industry since April 4, 1989. Robert is also the owner of Comprehensive Financial Associates of Maryland, dba Legacy Financial Associates, where he has been active since 2005. Robert provides financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Robert has previously worked with Cambridge Investment Research, Inc. and ING Financial Partners, Inc. Robert is registered with the state of Maryland as a Registered Investment Advisor and a Broker-Dealer.
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.
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.
1
2
MD
01/01/2025 - Present
Grove Point Advisors, LLC (Thurmont MD)
MD
01/04/2010 - 06/15/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (THURMONT MD)
MD
01/01/2004 - 12/31/2009
ING FINANCIAL PARTNERS, INC. (THURMONT MD)
IA
09/21/1998 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
02/27/1997 - 09/18/1998
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
GA
03/13/1995 - 03/11/1997
WMA SECURITIES, INC. (DULUTH GA)
GA
03/31/1989 - 03/14/1995
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Gills is the right advisor for you? Invested Better is here to help.
