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Robert Kevin Klare

Truist Advisory Services, Inc.

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About Robert Kevin Klare

Robert Klare is a financial advisor with Truist Advisory Services, Inc. Robert is registered with the state of Florida. Robert has been in the financial industry for over 15 years and has experience in both the investment and banking industries. He is also a Chartered Financial Analyst. Robert holds a Series 7, Series 56, and Series 63 license.

Firm Information

Robert Klare is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Klare’s Registration & Firm History

FL

11/16/2016 - Present

Truist Advisory Services, Inc. (SARASOTA FL)

FL

12/18/2013 - 05/12/2014

WADDELL & REED (TAMPA FL)

NY

06/26/2012 - 12/21/2012

LEGEND TRADING, LLC (NEW YORK NY)

NY

08/23/2001 - 03/27/2009

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/25/2012

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Robert Kevin Klare. Review regulatory record here.
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