Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hendrix is a financial advisor registered with Wells Fargo Clearing Services, LLC. He is also a Registered Investment Advisor (RIA) in the state of Texas. Robert has over 20 years of experience in the financial services industry. He has previously held positions at Oppenheimer & Co. Inc., Robert W. Baird & Co. Incorporated, and Westcap Securities, L.P.. He is a Series 7, Series 63, and Series 65 licensed professional. Robert specializes in providing investment consulting services to institutional clients and individual investors. He offers financial planning, pension consulting, and portfolio management services. Robert's commitment to providing high-quality financial advice and personalized service has helped him build a strong reputation within the industry.
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.
Investment consulting services to institutional clients
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
TX
10/31/2024 - Present
Wells Fargo Clearing Services, LLC (HOUSTON TX)
TX
03/02/2017 - 01/12/2024
OPPENHEIMER & CO. INC. (HOUSTON TX)
TX
09/03/2004 - 03/08/2017
ROBERT W. BAIRD & CO. INCORPORATED (HOUSTON TX)
TX
10/30/1995 - 09/10/1996
AMHERST SECURITIES GROUP, INC. (AUSTIN TX)
TX
04/18/1995 - 10/26/1995
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
02/05/1993 - 04/21/1995
WESTCAP SECURITIES, L.P. (HOUSTON TX)
NA
02/05/1993 - 08/24/1994
WESTCAP GOVERNMENT SECURITIES, INC.
NA
07/23/1992 - 01/28/1993
GSC SECURITIES, INC.
NA
11/01/1991 - 01/28/1993
GOVERNMENT SECURITIES CORPORATION
IA
Issued 09/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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