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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 Gardner is an investment advisor representative at IP Financial Advisory Services LLC. Robert has been in the financial industry for over 30 years and has a wealth of experience in providing financial planning and investment management services. Robert specializes in working with individuals and families and is committed to helping clients achieve their financial goals. Robert is a Chartered Financial Consultant and holds the Series 6, 7, 24, 26, and 63 licenses. He is also registered with the state of South Carolina.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
SC
08/25/2023 - Present
IP Financial Advisory Services LLC (Greenville SC)
SC
02/27/2007 - 06/27/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (HILTON HEAD ISLAND SC)
SC
09/30/2004 - 02/27/2007
SECURITIES SERVICE NETWORK, INC. (HILTON HEAD ISLAND SC)
AZ
09/05/2002 - 09/30/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
CA
06/21/2000 - 09/05/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MO
09/17/1997 - 06/21/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
DE
05/31/1994 - 09/05/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MD
02/16/1993 - 05/10/1994
BANNER FINANCIAL SERVICES GROUP (ROCKVILLE MD)
IN
04/08/1991 - 10/20/1992
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 08/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/04/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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