Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Davidson is a financial advisor with over 35 years of experience in the industry. Robert is registered with Independent Financial Group, LLC in Virginia. Robert has a broad range of experience with insurance, investments and financial planning. Robert specializes in working with high net worth individuals, corporations, charitable organizations and pension and profit sharing plans. Prior to joining Independent Financial Group, LLC, Robert worked with Royal Alliance Associates, Inc. and Centaurus Financial, Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
01/03/2020 - Present
Independent Financial Group, LLC (LEESBURG VA)
VA
11/28/2012 - 01/07/2020
ROYAL ALLIANCE ASSOCIATES, INC. (LEESBURG VA)
VA
05/03/2001 - 12/13/2012
CENTAURUS FINANCIAL, INC. (LEESBURG VA)
NY
02/07/1986 - 07/20/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/07/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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