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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Comeaux is a financial advisor with Beacon Pointe Advisors, LLC. Robert has been in the financial services industry for over 25 years. Robert has experience with various financial services, including investment advice, insurance, and real estate. Robert is registered with the state of Louisiana and Texas.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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LA
11/30/2020 - Present
Beacon Pointe Advisors, LLC (METAIRIE LA)
LA
11/27/2020 - 06/21/2022
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
05/29/2015 - 11/18/2020
COMMONWEALTH FINANCIAL NETWORK (Metairie LA)
LA
01/16/2004 - 06/05/2015
LPL FINANCIAL LLC (METAIRIE LA)
MO
05/29/1996 - 01/20/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2004
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 05/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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