Unclaimed
Robert Womack is a Managing Director at Aristotle Capital Management, LLC, and has over 20 years of experience in the financial industry. Robert has a broad range of experience and is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. He is registered in all 50 states and the District of Columbia.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
12/16/2011 - Present
Aristotle Capital Management, LLC (LOS ANGELES CA)
CA
01/02/2013 - 10/24/2023
IMST DISTRIBUTORS, LLC (LOS ANGELES CA)
WI
01/13/2012 - 12/31/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
NC
10/29/2009 - 12/31/2009
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CA
01/09/1998 - 06/30/2008
METROPOLITAN WEST SECURITIES, LLC (LOS ANGELES CA)
CA
01/26/1996 - 10/01/1997
ASTRA FUND DISTRIBUTORS CORP. (LOS ANGELES CA)
IA
Issued 12/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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