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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 Truman Handy is an investment advisor representative with Arbor Point Advisors. Robert has been in the securities industry for over 20 years. Robert has a Series 7, Series 63, and Series 65. Robert has been with Arbor Point Advisors since 2014. Before that, Robert worked at Securities America, Inc. and SWS Financial Services, Inc. Arbor Point Advisors is a registered investment advisor with the SEC. The firm specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. The firm has offices in La Vista, Nebraska, and Dickinson, Texas.
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.
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
10/21/2019 - Present
Arbor Point Advisors (Dickinson TX)
TX
12/08/2014 - 07/01/2019
SECURITIES AMERICA, INC. (HOUSTON TX)
TX
06/30/2000 - 12/24/2014
SWS FINANCIAL SERVICES, INC. (HOUSTON TX)
SC
12/07/1999 - 06/30/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 03/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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