Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Badger is an investment advisor representative with Fisher Investments, located in Plano, Texas. Robert has been in the industry since 2016 and has worked at a number of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Robert holds a Series 63, Series 66 and Series 7 license and specializes in providing financial planning and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
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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TX
04/20/2021 - Present
Fisher Investments (PLANO TX)
CA
05/31/2019 - 04/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CERRITOS CA)
CA
05/21/2018 - 06/04/2019
J.P. MORGAN SECURITIES LLC (NEWPORT BEACH CA)
CA
02/16/2016 - 05/17/2018
THRIVENT INVESTMENT MANAGEMENT INC. (SAN CLEMENTE CA)
BOTH
Issued 06/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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