Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Little is a registered investment advisor representative with Capacuity LLC in LAKE MARY, FL. Robert is a Series 66 licensed professional with experience in the industry since 2004. Robert has a designation as a Chartered Financial Analyst. Robert also worked at Sentinel Fiduciary Services, Inc. and LAMCO Advisory Services, Inc. in FL.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees associated with offset of affiliated broker dealer
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FL
09/24/2018 - Present
Capacuity LLC (LAKE MARY FL)
BOTH
Issued 10/21/1999
Series 66 - Uniform Combined State Law Examination
Active
Inactive
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