Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stirling Phipps is a registered Investment Advisor Representative with Per Stirling Capital Management, LLC. Robert has over 30 years of experience in the financial services industry. Robert has been with Per Stirling Capital Management, LLC since 2009. Prior to that, Robert was with B.B. Graham & Company, Inc., Choice Investments, Inc., Direct Capital Securities, Inc., Lucien, Stirling & Gray Financial Corporation, First Affiliated Securities, Lloyd Gordon Security Investments, Inc., Equico Securities, Inc. and The Equitable Life Assurance Society of the United States. Robert holds the Series 6, Series 26, Series 63 and Series 65 licenses. Robert is a managing member of RJ Bee Caves, LLC, SS Overlook and Per Stirling Group, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Promoter fees
1
2
TX
11/24/2009 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
10/27/2011 - 07/02/2012
B.B. GRAHAM & COMPANY, INC. (AUSTIN TX)
TX
03/09/2010 - 10/11/2011
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
10/09/2008 - 08/03/2009
DIRECT CAPITAL SECURITIES, INC. (AUSTIN TX)
TX
06/21/2005 - 10/01/2008
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
01/21/1993 - 07/18/2005
LUCIEN, STIRLING & GRAY FINANCIAL CORPORATION (AUSTIN TX)
CA
02/27/1991 - 12/31/1992
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NA
08/05/1988 - 03/21/1991
LLOYD GORDON SECURITY INVESTMENTS, INC.
NY
06/26/1987 - 08/05/1988
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/26/1987 - 08/05/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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