Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilson is a financial advisor at First Command Advisory Services. Robert has been in the industry since 2013 and is registered with both FINRA and the state of Texas. Robert has a Series 7 and Series 66 license and is a Certified Financial Planner. Robert works with individuals, high-net-worth individuals, and corporations. He provides financial planning and portfolio management services.
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.
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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TX
09/27/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 04/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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