Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gregory Wigfield is a financial advisor with Selective Wealth Management, Inc.. Robert holds the Series 65 license, allowing him to provide investment advice in Virginia and Texas. He is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in portfolio management for both individuals and businesses. Robert has been providing financial advice since 2013 and has over 10 years of experience in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
07/17/2020 - Present
Selective Wealth Management, Inc. (FOREST VA)
IA
Issued 07/01/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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