Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gary Thomas is a financial advisor with over 20 years of experience in the industry. Robert has a strong track record of helping clients achieve their financial goals. He is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Robert is currently registered with Osaic Wealth, Inc. in Texas and has previously worked with firms such as SagePoint Financial, Inc., Sunamerica Securities, Inc., D.H. Hill Securities LLP, and Linsco/Private Ledger Corp. He is a strong advocate for his clients and is committed to providing them with the highest level of service.
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.
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TX
09/01/2023 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
AZ
12/13/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
01/10/2003 - 12/01/2004
D.H. HILL SECURITIES LLP (KINGWOOD TX)
SC
07/19/2002 - 01/09/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 07/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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