ADVISOR BIO

Robert Casasnovas is a financial advisor with over 30 years of experience in the industry. Robert is registered with Cetera Investment Advisers LLC and has a total of 16 state registrations. Robert's previous firm was Foresters Financial Services, Inc. and he is a registered representative with Series 6, 7, 26, 63 and 66 licenses. Robert has been recognized for providing excellent customer service and financial guidance. In addition to offering financial planning and portfolio management services, Robert also helps his clients with educational seminars and selection of other advisors.

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ADVISOR BIO

Robert Mulhaul is a financial advisor with over 40 years of experience in the industry. Robert is currently registered as a Registered Representative with LPL Financial, LLC. and as an Investment Advisor Representative with Integrated Wealth Concepts, LLC. Robert is also registered in 10 states and holds the Series 3, 7, 63, and 65 licenses as well as the SIE. Robert has previously worked at several firms, including Smith Barney, Harris Upham & Co., Incorporated., Morgan Stanley DW Inc., Janney Montgomery Scott LLC, and Coburn & Meredith, Inc. Robert provides a variety of services to clients, including financial planning, portfolio management, and selection of other advisors. Robert specializes in working with high-net-worth individuals, corporations, individuals, and charitable organizations.

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ADVISOR BIO

Robert Earl Turner is a financial advisor with over 30 years of experience in the industry. Robert has a strong background in investments, with experience in portfolio management for businesses and individuals. Robert is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has previously worked with firms like Truist Investment Services, Inc., Wachovia Securities, Inc., and LM Financial Partners, Inc. Robert holds several licenses including the Series 6, Series 7, Series 26, and Series 63. Robert offers a variety of investment advisory services, including performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Robert Louis Lorensen is a financial professional with over 20 years of experience in the industry. Robert is currently registered with PFS Investments Inc. and is located in ROANOKE, VA. Robert has a Series 6, Series 63, and SIE licenses. Robert has experience working with high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Robert Chedester is an investment advisor representative registered with Sovereign Financial Group, Inc. in Virginia and has been working in the securities industry since June 16, 2016. Robert is also a licensed insurance agent. Robert has experience in investment advisory and insurance. He is registered to provide investment advice to individual clients, corporations, and pension plans. Sovereign Financial Group, Inc. provides investment advice and financial planning services to individuals, corporations, and pension plans.

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ADVISOR BIO

Robert Krebs is an investment advisor representative registered with Raymond James & Associates, Inc. Robert has been in the industry for over 30 years. He has passed the Series 3, 7, 9, 10, 31, 63, and 65 examinations. He is also registered to provide investment advice in Alabama, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Kansas, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Robert is also a board member for Bayville Golf Club and the President of the Virginia Beach Public Library Foundation.

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ADVISOR BIO

Robert McGregor is an Investment Advisor Representative with Seia and has been in the industry since June 14, 2003. Robert McGregor is also registered with the state of Virginia. He holds a Series 66, Series 7, and SIE license. Robert McGregor also holds the Certified Financial Planner designation. Robert McGregor previously worked at OSAIC WEALTH, INC. and SIGNATOR INVESTORS, INC. He has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Robert Yuanche Yeh is a financial advisor at Ameriprise Financial Services, LLC. Robert has been working in the financial industry since 1993. Robert holds Series 63 and 65 securities licenses as well as Series 7 and SIE registrations. Robert is also a Certified Financial Planner. Robert has been with Ameriprise Financial Services for over 17 years, providing financial advice to individuals, families, and businesses. Robert specializes in asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals.

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ADVISOR BIO

Robert Nottingham is a registered investment advisor with Wells Fargo Clearing Services, LLC and has over 30 years of experience in the industry. He is registered in multiple states and offers a variety of services including financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients. Robert began his career in the financial services industry in 1989, and has worked for several firms throughout his career, including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Wheat, First Securities, Inc. He holds the Series 63, 65, and 7 licenses. He is a member of FINRA, the Securities Industry Essentials Examination (SIE) and is also registered in the state of Texas as an Investment Advisor Representative.

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ADVISOR BIO

Robert Ward Byles is a financial professional with over 30 years of experience in the industry. Robert has been with Wells Fargo Clearing Services, LLC since 2008, providing investment advice to clients. Previously, Robert worked for A. G. Edwards & Sons, Inc. from 1989 to 2008. Robert is registered to provide investment advice in 31 states.

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