Unclaimed
Robert Northcut is a financial advisor with over 30 years of experience in the financial services industry. Robert is currently registered with Ameritas Advisory Services, LLC. In addition to being an Investment Advisor Representative with Ameritas, Robert is also a Licensed Independent Insurance Agent. Robert has a wide range of experience, having worked with firms such as OneAmerica Securities, Inc., Ameritas Investment Corp., Guardian Investor Services Corporation, Walnut Street Securities, Inc. and W. S. Griffith & Co., Inc.. Robert is registered to offer investment advice and products in 11 states.
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.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (McKinney TX)
IN
08/08/2003 - 03/24/2006
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NE
02/10/1998 - 08/21/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
02/13/1997 - 01/26/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
03/14/1996 - 12/31/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
09/21/1995 - 02/14/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CA
10/22/1993 - 09/26/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 08/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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