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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 Michael Willauer is an investment advisor representative with LPL Financial LLC, a firm with over 1,900,000 accounts under management. Robert Willauer has been in the financial services industry since 2001 and has been registered with LPL Financial LLC since 2011. He previously worked with The O.N. Equity Sales Company and Sunset Financial Services, Inc. Robert Willauer is licensed to provide investment advice in eight states and has passed the Series 66, Series 7 and SIE exams. In addition to his work as an advisor, Robert Willauer is the Vice President of Operations for Adolos, LLC, a tax preparation and accounting firm.
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.
Consulting and other non-discretionary advisory services
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
NC
05/11/2011 - Present
LPL Financial LLC (RALEIGH NC)
NC
02/01/2007 - 04/13/2011
THE O.N. EQUITY SALES COMPANY (CARY NC)
NC
01/24/2003 - 12/05/2006
SUNSET FINANCIAL SERVICES, INC. (CARY NC)
NC
08/21/2001 - 02/13/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 07/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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