Unclaimed
Robert Russell Brouthers is a financial advisor registered with Charles Schwab & Co., Inc., based in Centerville, MA. Robert has been in the financial industry since July 27, 2001. Robert holds a Series 7, Series 24, Series 63 and Series 65 licenses and is registered in 23 states and 2 FINRA districts. Robert has previously been associated with CCO Investment Services Corp., BANC of America Investment Services, Inc., John Hancock Funds, LLC, and A. G. Edwards & Sons, Inc. Robert is also an owner of Canto Brouthers LLC, a real estate business.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Centerville MA)
MA
12/23/2009 - 03/24/2014
CCO INVESTMENT SERVICES CORP. (EAST FALMOUTH MA)
MA
06/08/2006 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (YARMOUTH PORT MA)
MA
09/14/2005 - 05/24/2006
CCO INVESTMENT SERVICES CORP. (HYANNIS MA)
MA
08/14/2001 - 09/09/2005
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MO
05/19/2000 - 05/25/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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