Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Fugate is a financial advisor who has been serving clients in the industry for over 20 years. Robert has a strong background in financial planning and investment management. Robert is currently registered as an Investment Advisor Representative (IAR) with Blue Ridge Wealth Planners. Robert holds the Series 6, 7, 63, and 65 licenses. Robert is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Robert has a passion for helping his clients achieve their financial goals. He specializes in retirement planning, college savings, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Costs associated with the content of the workshop and/or course
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2
TN
10/18/2016 - Present
Blue Ridge Wealth Planners (KNOXVILLE TN)
TN
07/17/2017 - 12/31/2022
MADISON AVENUE SECURITIES, LLC (Knoxville TN)
TN
06/11/2012 - 07/17/2017
G.F. INVESTMENT SERVICES, LLC (KNOXVILLE TN)
TN
11/04/2005 - 06/04/2012
KALOS CAPITAL, INC. (KNOXVILLE TN)
TN
01/02/2004 - 10/31/2005
SAMMONS SECURITIES COMPANY, LLC (POWELL TN)
MO
03/31/2003 - 12/31/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
AZ
10/01/2002 - 04/01/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/25/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 04/24/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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