Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gordon Williams is an investment advisor representative with Alhambra Investment Management LLC. Robert has been in the industry since 1985 and has a wide range of experience in financial planning, portfolio management for individuals and businesses. Robert holds the Series 6, 7, 31, 63, 65, and 66 licenses. Previously, Robert was an investment advisor representative at SunTrust Investment Services, Inc., Citigroup Global Markets Inc., PaineWebber Incorporated, and J.C. Bradford & Co.
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.
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.
1
2
TN
04/07/2023 - Present
Alhambra Investment Management LLC (Murfreesboro TN)
NC
06/16/2009 - 08/10/2012
SUNTRUST INVESTMENT SERVICES, INC. (BLACK MOUNTAIN NC)
NC
09/29/2000 - 06/04/2009
CITIGROUP GLOBAL MARKETS INC. (ASHEVILLE NC)
NJ
08/14/2000 - 10/03/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/21/1993 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
GA
11/18/1985 - 04/25/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 01/12/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Robert Williams is the right advisor for you? Invested Better is here to help.
