Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Skip? Claim Your ProfileSkip Massengill is an investment advisor representative at Realta Investment Advisors, Inc. Skip has been in the financial services industry since 1981. Skip has worked with a number of firms throughout their career including Robert W. Baird & Co. Incorporated. Skip has a wide range of experience and specializes in a number of areas including financial planning, pension consulting, and portfolio management for both individuals and businesses. Skip is registered with the state of Pennsylvania as an investment advisor representative.
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.
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
DE
06/09/2017 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
PA
05/19/2009 - 04/07/2017
ROBERT W. BAIRD & CO. INCORPORATED (Blue Bell PA)
PA
09/19/2001 - 04/06/2009
TD WEALTH MANAGEMENT SERVICES INC. (PHILADELPHIA PA)
FL
06/28/2001 - 09/19/2001
VFINANCE INVESTMENTS (BOCA RATON FL)
NC
05/15/1995 - 08/31/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
07/13/1993 - 04/11/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NC
01/01/1991 - 07/13/1993
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
10/27/1981 - 01/01/1991
BUTCHER & SINGER INC.
NA
09/30/1981 - 11/06/1981
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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