Unclaimed
Robert Gomez is an investment advisor representative with First Advisors National, LLC. Robert is currently registered to provide investment advisory services in Texas and is pending registration in Michigan. Robert has been working in the financial services industry since May 2007. Robert holds the Series 65 license and has experience in providing financial planning, portfolio management for individuals and selection of other advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
Solicitor/endorsement fees
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2
TX
02/02/2015 - Present
First Advisors National, LLC (WINNSBORO TX)
IA
Issued 11/15/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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