Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Holdford is an Investment Advisor Representative at CWM, LLC and has been in the industry since 1989. Robert Holdford is also the CEO of Wealth Management and has over 20 years of experience in the financial services industry. Robert Holdford is registered to provide investment advisory services in Arkansas, Louisiana, and Texas. Robert Holdford is also a registered representative with FINRA and a licensed insurance agent. Robert Holdford specializes in financial planning, investment management, and estate planning. Robert Holdford provides services to individuals, families, and businesses.
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.
Sub-advisory services for other investment advisory firms
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 from other investment advisors
1
2
AR
03/04/2014 - Present
CWM, LLC (LITTLE ROCK AR)
AR
05/30/2003 - 01/19/2017
LPL FINANCIAL LLC (LITTLE ROCK AR)
MI
02/09/2002 - 04/30/2003
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CA
04/23/1998 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
02/02/1995 - 05/28/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
KS
02/14/1994 - 01/18/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
01/05/1990 - 04/07/1992
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
08/22/1989 - 10/18/1989
SWINK & COMPANY, INC.
IN
11/22/1988 - 09/12/1989
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
05/21/1987 - 11/16/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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