Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nix is a financial advisor with LPL Financial LLC. Robert has been in the industry since 1987 and has experience with providing financial advice to individuals, families, and businesses. Robert specializes in retirement planning, college savings, and investment management. Robert also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. In addition to his work with LPL Financial LLC, Robert has been associated with other firms, including Register Financial Associates, Inc., ProEquities, Inc., and Transamerica Securities Sales Corporation. Robert is a registered investment advisor in Alabama, Florida, Georgia, Maryland, Mississippi, New York, North Carolina, Pennsylvania, and South Carolina.
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.
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2
GA
11/08/2012 - Present
LPL Financial LLC (ATLANTA GA)
GA
08/06/2007 - 10/18/2012
REGISTER FINANCIAL ASSOCIATES, INC. (ATLANTA GA)
GA
01/09/2003 - 08/23/2007
PROEQUITIES, INC. (DULUTH GA)
CA
01/11/2000 - 09/24/2002
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
OH
11/04/1997 - 12/02/1999
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NY
09/21/1990 - 04/02/1997
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
NA
07/07/1988 - 12/31/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MN
02/23/1990 - 03/06/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/23/1990 - 03/06/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/04/1986 - 06/08/1988
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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