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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 Livingston Mead is a financial advisor with over 29 years of experience in the industry. Robert Livingston Mead is currently registered with Grove Point Advisors, LLC. Robert Livingston Mead has a Series 7, Series 63, and Series 65 license. Robert Livingston Mead has previously worked at TJM SECURITIES, INC. and CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.. Robert Livingston Mead provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Robert Livingston Mead's firm Grove Point Advisors, LLC serves clients including individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
CA
05/19/1993 - 02/04/2002
TJM SECURITIES, INC. (SAN FRANCISCO CA)
CO
09/27/1993 - 02/21/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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