Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ellison Means is a financial advisor with over 10 years of experience in the industry. Robert is registered with LPL Financial LLC and provides investment advisory services. Robert has previously worked with CUNA BROKERAGE SERVICES, INC., Waddell & Reed, and Edward Jones. Robert holds the Series 66, Series 7, and SIE licenses. Robert has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Robert is located in Marietta, Georgia.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
05/18/2022 - Present
LPL Financial LLC (Marietta GA)
GA
08/04/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Marietta GA)
GA
03/23/2016 - 07/27/2017
WADDELL & REED (ATLANTA GA)
GA
05/16/2012 - 03/06/2015
EDWARD JONES (WOODSTOCK GA)
BOTH
Issued 06/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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