Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Johnson is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Cetera Investment Advisers LLC and has been affiliated with the firm since 2019. Prior to that, Robert was registered with Summit Brokerage Services, Inc., and Raymond James Financial Services, Inc., in Nashville, Tennessee. Robert holds the Series 6, 7, and SIE securities licenses. Robert specializes in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Robert is also a co-trustee of two Grantor Retained Annuity Trusts.
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
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (NASHVILLE TN)
TN
01/03/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (NASHVILLE TN)
TN
01/04/1999 - 01/04/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
FL
08/01/1989 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
01/23/1986 - 05/15/1990
PDS SECURITIES INTERNATIONAL, INC.
NA
09/01/1983 - 07/17/1985
FIRST INVESTORS CORPORATION
BC
Issued 8/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 8/31/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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