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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Carpenter is a financial advisor with Baltimore-Washington Financial Advisors in Columbia, Maryland. Robert has been in the financial services industry since 1989. Robert is licensed to provide investment advice in Maryland and Texas. Baltimore-Washington Financial Advisors is an investment advisor with approximately $1.9 billion in assets under management. The firm specializes in providing financial planning, portfolio management and other services to individuals and families, corporations and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan 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.
A percentage of the total value of assets under management is charged.
Flat project fees for retirement & estate planning
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2
MD
09/14/2020 - Present
Baltimore-Washington Financial Advisors (COLUMBIA MD)
MN
03/03/2011 - 07/27/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MD
04/02/2007 - 11/01/2010
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
04/29/2002 - 04/03/2007
RYAN BECK & CO. (BALTIMORE MD)
NY
07/23/1999 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
03/21/1998 - 07/23/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
04/26/1995 - 11/24/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/25/1994 - 04/10/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
SC
01/31/1994 - 07/21/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
12/13/1993 - 12/22/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/20/1990 - 12/22/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/07/1989 - 01/20/1990
J. W. GANT & ASSOCIATES, INC.
IA
Issued 02/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 12/14/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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