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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Granberry Tatum is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with LPL Financial LLC and has offices in Hattiesburg, Mississippi and Oxford, Mississippi. Robert is also a Certified Financial Planner and has passed the Series 6, 7, 63, and 65 exams. Robert has worked with various firms including Infinex Investments, Inc., Bancorpsouth Investment Services, Inc., Safeco Investment Services, Inc., NationsSecurities, and PNMR Securities, Inc. Robert specializes in providing financial planning services for high-net-worth individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MS
04/12/2016 - Present
LPL Financial LLC (HATTIESBURG MS)
MS
12/02/2013 - 04/08/2016
INFINEX INVESTMENTS, INC. (GULFPORT MS)
MS
03/17/1999 - 12/02/2013
BANCORPSOUTH INVESTMENT SERVICES, INC. (GULFPORT MS)
MA
07/07/1998 - 04/12/1999
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
NA
12/24/1996 - 08/19/1997
NATIONSSECURITIES
MA
07/20/1994 - 12/04/1996
PNMR SECURITIES, INC. (BOSTON MA)
NY
04/26/1989 - 07/18/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/26/1989 - 07/18/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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