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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Timothy Harlan is a financial advisor with over 20 years of experience in the industry. Robert has a proven track record of success in providing financial planning and investment advice to individuals, families, and businesses. Robert has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Robert is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Robert is currently registered with LPL Financial LLC. Robert has experience with clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Robert is committed to providing clients with personalized financial advice and services.
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.
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2
TX
04/02/2018 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
05/03/2006 - 04/23/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/25/2004 - 11/29/2005
EDWARD JONES (BOERNE TX)
IA
Issued 05/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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