Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Johnson is a financial advisor with over 18 years of experience in the financial services industry. Robert is currently registered with CIBC Private Wealth Advisors, Inc. as a Registered Representative (Series 6, 7, 63, 65, and 6TO licenses). Previously, Robert was employed by several other firms, including WealthForge Securities, LLC, Realized Financial, Inc., Infinex Investments, Inc., Voya Financial Advisors, Inc., Lincoln Financial Advisors Corporation, and Hartford Equity Sales Company Inc. Robert has experience providing financial planning, portfolio management, and other advisory services to individuals, corporations, and institutions.
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.
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.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/12/2023 - Present
Cibc Private Wealth Advisors, Inc. (Austin TX)
TX
11/05/2019 - 01/03/2023
REALIZED FINANCIAL, INC. (Austin TX)
TX
07/22/2019 - 10/31/2019
WEALTHFORGE SECURITIES, LLC (Austin TX)
CT
11/02/2016 - 05/18/2018
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CT
08/22/2014 - 10/31/2016
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
07/11/2008 - 04/03/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
IN
07/11/2008 - 04/03/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
CT
06/22/2005 - 05/30/2008
CONNING RESEARCH & CONSULTING, INC. (HARTFORD CT)
CT
03/12/2001 - 12/10/2004
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IA
Issued 06/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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