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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 Malone is an investment advisor representative with Fisher Investments, based in Plano, TX. Robert has been in the financial services industry since 2017. Robert holds the Series 6, Series 63, and Series 65 securities licenses. Prior to joining Fisher Investments, Robert worked at MML Investors Services, LLC, Lincoln Financial Advisors Corporation, and Northwestern Mutual Investment Services, LLC. Robert has experience working with a variety of clients, including high-net-worth individuals, corporations, trusts, and pension plans. Robert provides a range of services to clients, including portfolio management, financial planning, and portfolio assessment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/01/2024 - Present
Fisher Investments (PLANO TX)
TX
04/21/2023 - 06/06/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (PLANO TX)
TX
01/23/2019 - 04/12/2023
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
05/07/2018 - 11/19/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRISCO TX)
IA
Issued 05/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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