Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frater is a financial advisor in Houston, TX. He is a registered representative of Allworth Financial, LP. Robert has been a financial advisor since 1981 and has a background in insurance, real estate, and investment management. He is a Certified Financial Planner and holds multiple licenses, including Series 7, 63, and 24. In addition to his primary role at Allworth Financial, Robert is also involved in several other businesses, including HA Management, LLC, and Investment Marketing Resources, LP. He is committed to providing his clients with personalized financial planning and investment advice.
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.
1
2
TX
04/01/2020 - Present
Allworth Financial, LP (Houston TX)
TX
10/31/2005 - 04/03/2020
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
AZ
01/14/1991 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
01/21/1986 - 01/22/1991
ASSOCIATED PLANNERS SECURITIES CORPORATION (BOSTON MA)
TX
05/14/1990 - 12/31/1990
HOUSTON INVESTMENT GROUP (HOUSTON TX)
NA
08/23/1981 - 01/24/1986
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 09/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/04/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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