Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Whitman is a financial advisor at Independent Financial Group, LLC. Robert has been a registered representative for over 30 years and has worked with individuals, families, and businesses to help them achieve their financial goals. Robert is a graduate of Tulane University and is a member of the National Association of Personal Financial Advisors. Robert provides financial planning, investment management, and retirement planning services.
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.
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.
1
2
LA
08/03/2021 - Present
Independent Financial Group, LLC (METAIRIE LA)
LA
11/01/2017 - 08/06/2021
CETERA ADVISOR NETWORKS LLC (METAIRIE LA)
LA
04/01/2010 - 11/01/2017
GIRARD SECURITIES, INC. (METAIRIE LA)
LA
10/31/2005 - 04/06/2010
SAGEPOINT FINANCIAL, INC. (MANDEVILLE LA)
AZ
06/15/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
LA
04/01/1985 - 07/10/1998
HANOVER INVESTMENT SECURITIES, INC. (MADISONVILLE LA)
NA
07/23/1984 - 02/19/1985
PW SECURITIES, INC.
NA
07/12/1982 - 07/27/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Whitman is the right advisor for you? Invested Better is here to help.
