Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lee Bute is a financial advisor at Independent Financial Group, LLC. Robert has over 20 years of experience in the financial services industry. Robert is registered with the state of Louisiana as an Investment Advisor Representative (IAR) and has a Series 63, Series 65, Series 7, and SIE license. Robert is a member of the Adult Financial Education Alliance where Robert is an instructor. Robert has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Robert is located in Metairie, Louisiana and provides financial planning services to individuals and businesses.
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.
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.
1
2
LA
12/06/2010 - Present
Independent Financial Group, LLC (METAIRIE LA)
LA
08/01/2006 - 12/08/2010
INVESTORS CAPITAL CORP. (METAIRIE LA)
LA
02/25/2005 - 08/02/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (NEW ORLEANS LA)
NY
12/22/2000 - 03/24/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 01/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Bute is the right advisor for you? Invested Better is here to help.
