Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Russell is a registered investment advisor representative in Texas with Waterloo Capital. Prior to joining Waterloo Capital, Robert was employed with Royal Alliance Associates, Inc. and National Planning Corporation in Texas. Robert is licensed in Life and Health Insurance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
08/03/2021 - Present
Waterloo Capital (AUSTIN TX)
TX
10/16/2017 - 08/03/2021
ROYAL ALLIANCE ASSOCIATES, INC. (AUSTIN TX)
TX
01/18/2012 - 10/18/2017
NATIONAL PLANNING CORPORATION (AUSTIN TX)
IA
Issued 06/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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