Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Walsh has been an investment advisor representative for over 40 years. Robert is currently registered with Oxbow Advisors, LLC in Texas. He has a wide range of experience in the financial industry, having previously worked at Rotan Mosle Inc., Blunt Ellis & Loewi Incorporated, A. G. Becker Incorporated, Becker Securities Incorporated, and A. G. Becker & Co., Incorporated. Robert offers various advisory services, including financial planning, pension consulting, portfolio management, and educational seminars. Robert Walsh is a trusted advisor who can help you achieve your financial goals.
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.
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2
TX
06/08/2011 - Present
Oxbow Advisors, LLC (AUSTIN TX)
NA
07/28/1982 - 09/04/1985
ROTAN MOSLE INC.
NA
02/04/1980 - 05/21/1982
BLUNT ELLIS & LOEWI INCORPORATED
NA
07/13/1978 - 01/31/1980
A. G. BECKER INCORPORATED
NA
12/24/1974 - 07/13/1978
BECKER SECURITIES INCORPORATED
NA
08/27/1965 - 11/25/1975
A. G. BECKER & CO., INCORPORATED
IA
Issued 03/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1975
Series 40 - Registered Principal Examination
BC
Issued 08/25/1965
Series 000 - General Securities Principal Examination
BC
Issued 08/25/1965
Series 1 - Registered Representative Examination
Active
Inactive
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