Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edgar is a financial advisor in Beaumont, Texas with over 20 years of experience in the industry. Robert is a Registered Representative (RR) and Investment Advisor Representative (IAR) with Avantax Advisory Services and is registered with the state of Texas as well as several other states. Robert Edgar has been a Registered Representative since October 24, 2000 and has held various positions throughout his career. Robert's current position at Avantax Advisory Services began on October 25, 2019. Prior to joining Avantax Advisory Services, Robert was employed by 1st Global Capital Corp and other related companies in the 1st Global family of companies. Robert Edgar holds the Series 66, Series 7, and SIE securities licenses. Robert is also a Certified Financial Planner.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (BEAUMONT TX)
TX
10/24/2000 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (BEAUMONT TX)
BOTH
Issued 11/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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