Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Agnew is a financial advisor with over 30 years of experience in the industry. Robert has a proven track record of success in providing financial advice to individuals, families, and businesses. Robert is currently registered as an Investment Advisor Representative with RFG Advisory, LLC, and has previously worked with several other financial institutions, including WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and UBS FINANCIAL SERVICES INC. Robert holds several licenses and certifications, including Series 3, 7, 24, 31, 63, and 65. Robert is committed to providing his clients with personalized financial advice that meets their individual needs. He offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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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2
AL
11/01/2019 - Present
RFG Advisory, LLC (Vestavia Hills AL)
AL
10/31/2019 - 12/01/2020
PRIVATE CLIENT SERVICES, LLC (Birmingham AL)
AL
02/14/2008 - 11/05/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MOUNTAIN BRK AL)
AL
12/21/1992 - 02/22/2008
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
AL
04/18/1986 - 01/20/1993
CENTRAL BROKERAGE SERVICES, INC. (BIRMINGHAM AL)
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1987
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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