Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Williams is a Registered Investment Advisor Representative and is currently registered with Peak American Investment Advisors, Inc. in Texas. Robert has 1 state exam and is registered in California and Texas. Robert has been in the financial industry since December 2008 and is currently working at Peak American Financial Group, Inc., and Peak American Investment Advisors, Inc.. The firm provides advisory services to individuals, high-net-worth individuals, and other investment advisors. The firm also offers financial planning services and selection of other advisors. Robert's experience and expertise make him a valuable resource for clients seeking investment advice.
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.
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
08/03/2020 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
IA
Issued 05/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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