Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Russell Walls is a financial advisor with over 20 years of experience in the industry. Robert has been a registered representative with LPL Financial LLC since 2013 and previously worked with PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Robert is a Series 7, Series 63, and Series 65 licensed financial advisor. Robert provides financial planning, portfolio management, and other investment-related services to individual, corporate, and institutional clients. Robert is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
1
2
FL
02/28/2024 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
02/27/2012 - 10/22/2013
PNC INVESTMENTS (NEW SMYRNA BEACH FL)
FL
10/23/2009 - 02/16/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTONA BEACH FL)
FL
03/16/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORMOND BEACH FL)
FL
06/18/2004 - 03/26/2007
CITIGROUP GLOBAL MARKETS INC. (ORMOND BEACH FL)
IA
Issued 07/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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