Unclaimed
Robert McGaha is a financial advisor with Cetera Investment Advisers LLC, based in Batesville, Arkansas. Robert has been in the industry since 1994 and holds a variety of licenses and certifications, including Series 7, 63, 65, 24, 51, and 4. Robert has experience working with a wide range of clients, including individuals, businesses, corporations, and pension plans. Robert provides a variety of financial services, including financial planning, portfolio management, and educational seminars. He is also involved in the community as the President of the Gideons International.
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.
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
AR
11/12/2020 - Present
Cetera Investment Advisers LLC (Batesville AR)
AR
08/02/2002 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BATESVILLE AR)
MO
01/23/1994 - 08/05/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 11/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2008
Series 4 - Registered Options Principal Examination
BC
Issued 04/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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