Unclaimed
Robert Wayne Hoffpauir is a financial advisor at Fisher Investments. Robert Wayne Hoffpauir has been in the financial services industry since April 2008. Robert Wayne Hoffpauir is registered with the state of Texas. Robert Wayne Hoffpauir has worked for Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp, and Edward Jones in the past. Robert Wayne Hoffpauir has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and General Securities Representative Examination.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/16/2019 - Present
Fisher Investments (PLANO TX)
TX
03/31/2017 - 07/08/2019
WELLS FARGO CLEARING SERVICES, LLC (ROWLETT TX)
TX
10/01/2012 - 04/12/2017
J.P. MORGAN SECURITIES LLC (ROWLETT TX)
TX
04/20/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKWALL TX)
TX
04/28/2008 - 03/08/2010
EDWARD JONES (MESQUITE TX)
BOTH
Issued 05/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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