Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Isaac Willis is a registered investment advisor representative with Gibraltar Capital Management, Inc., located in Tulsa, Oklahoma. Robert has been in the financial industry since July 2024. Robert is a graduate of Oklahoma State University and holds the Series 65 license. Robert's areas of specialization include portfolio management, financial planning, and investment management for individuals, pooled investment vehicles, and charitable organizations.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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OK
10/29/2024 - Present
Gibraltar Capital Management, Inc. (TULSA OK)
Active
Inactive
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