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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 Farmer is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Robert has been in the industry since 2008 and has a wide range of experience. Robert is registered with the state of Colorado, Texas and 15 other states. Robert has a Series 7, Series 6, and Series 63 license and also holds the SIE designation. In addition to his work as a financial advisor, Robert is a financial professor at Southern New Hampshire University and is the author of a book about retirement planning. Robert offers a variety of financial services including financial planning, portfolio management, and investment consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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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2
CO
05/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LOVELAND CO)
CO
10/04/2019 - 05/23/2024
LPL FINANCIAL LLC (LOVELAND CO)
TX
06/09/2014 - 10/21/2019
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
WI
08/19/2013 - 10/30/2013
ALLSTATE FINANCIAL SERVICES, LLC (MADISON WI)
CO
11/04/2010 - 06/05/2013
KEY INVESTMENT SERVICES LLC (FORT MORGAN CO)
CO
03/17/2009 - 06/22/2010
AXA ADVISORS, LLC (DENVER CO)
CO
05/09/2008 - 03/18/2009
WOODBURY FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
02/26/2007 - 04/14/2008
NATIONAL PLANNING CORPORATION (DENVER CO)
IA
Issued 07/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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