Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerald Black is a financial advisor with over 30 years of experience in the industry. Robert is a partner and registered representative of Legacy Planning Advisors, LLC. The firm provides financial planning and investment management services to individuals and high-net-worth clients. Robert has held several other positions at firms such as SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Robert holds Series 6, 63, 26 and SIE licenses. Robert is also a licensed insurance agent. Robert's specialties include financial planning, portfolio management and fixed insurance sales. Robert is an elder at a church in Duluth, GA.
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.
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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2
GA
12/26/2024 - Present
Legacy Planning Advisors, LLC (SUWANEE GA)
GA
10/31/2005 - 06/04/2012
SAGEPOINT FINANCIAL, INC. (SUWANEE GA)
AZ
05/19/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
01/25/1993 - 06/30/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
09/22/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
IA
Issued 08/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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