Years of Experience
5-20+ Years
GREENVILLE, SC
39 Years Experience
0 Disclosures
ADVISOR BIO
Robert Frederick Vallier is a financial professional with over 35 years of experience in the securities industry. Robert is currently registered with Arlington Securities, Inc. and has been with the firm since 1990. Robert also has experience with American Capital Equities, Inc. and First Investors Corporation. Robert is a Series 6, Series 63, and Series 65 licensed professional. Robert specializes in providing financial planning, market timing services, and selection of other advisors to individual investors. Robert is also registered with the state of South Carolina and has a license in 33 other states.
SPECIALIZATIONS
Maryville, TN
33 Years Experience
0 Disclosures
ADVISOR BIO
Robert Sheets has been in the financial services industry since 1992 and is currently registered with Cambridge Investment Research Advisors, Inc. Robert has been with Cambridge Investment Research Advisors, Inc. since June 2022. Robert is a registered representative and investment advisor representative. Robert has been registered with the following firms: Securities America, Inc., Investcorp, Inc., ProEquities, Inc., Lincoln Financial Securities Corporation, Genworth Financial Securities Corporation, Securities Service Network, Inc., and Franklin Financial Services Corporation. Robert has a Series 7, Series 6, Series 63, Series 24, Series 26, and Series 65. Robert provides financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
NEWTOWN, CT
0 Disclosures
ADVISOR BIO
Robert Shohet is a financial advisor with over 30 years of experience in the industry. Robert has a strong background in financial planning, portfolio management, and insurance. He has been a registered investment advisor in Connecticut since 1998. Robert holds Series 4, 7, 24, 27, 63 and 65 licenses and is also a Chartered Financial Consultant. Robert currently works at RLS Financial Group, Inc. and has previously worked at Great American Advisors, Inc., PMG Securities Corporation, Guardian Investor Services Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. He is a financial consultant serving individuals, high-net-worth individuals, pension plans, and other businesses. Robert's experience and qualifications are a valuable asset to his clients.
SPECIALIZATIONS
Glendale, AZ
47 Years Experience
2 Disclosures
ADVISOR BIO
Robert Joseph Courter has been in the financial services industry since 1978. Currently, Robert is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. in Glendale, Arizona. Robert is also a Registered Representative with Cambridge Investment Research, Inc. in Fairfield, Iowa and holds Series 4, 7, 63, and 65 licenses. Prior to joining Cambridge, Robert was employed at FIRST FINANCIAL EQUITY CORPORATION and WEDBUSH SECURITIES INC. Robert's areas of specialization include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
SPECIALIZATIONS
CADILLAC, MI
20 Years Experience
1 Disclosures
ADVISOR BIO
Robert Grostick is a financial advisor with over 20 years of experience in the industry. He is currently registered with Centaurus Financial, Inc. and has held previous positions at LEGEND EQUITIES CORPORATION and EDWARD D. JONES & CO., L.P. Robert specializes in portfolio management, financial planning, and pension consulting. He is also registered to provide investment advisory services in several states, including Florida, Illinois, Michigan, Oregon, Virginia, and Washington.
SPECIALIZATIONS
LAS VEGAS, NV
10 Years Experience
0 Disclosures
ADVISOR BIO
Robert Lance Nichols is an investment advisor representative with Centaurus Financial, Inc., based in Las Vegas, NV. Robert has been in the securities industry since 2010, and has experience providing financial planning, portfolio management, and other advisory services to individuals, corporations and businesses. Robert is also registered with several states, including California, Idaho, Illinois, Nebraska, Nevada, Utah, and Washington. Robert has several designations and holds a Series 7, Series 24 and Series 66. Robert also holds a Series SIE exam license. Robert currently works for Centaurus Financial, Inc. in Las Vegas, NV.
SPECIALIZATIONS
Madison, WI
25 Years Experience
0 Disclosures
ADVISOR BIO
Robert Kniprath is a financial advisor with over 20 years of experience in the industry. He has been registered with Cambridge Investment Research Advisors, Inc. since March 2010 and previously worked at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Robert has a strong background in financial planning, portfolio management, and insurance. He is also a licensed insurance agent for various independent insurance companies. Robert is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He serves a variety of clients including individuals, families, businesses, and retirement plans.
SPECIALIZATIONS
Greenwood, IN
0 Disclosures
ADVISOR BIO
Robert Beck is a financial advisor with over 30 years of experience in the financial services industry. He holds Series 6, 63 and 65 licenses and has worked for several firms, including New England Securities, MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company. Currently, he is a registered representative with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Robert has a wide range of experience and specializes in providing financial advice to individuals and businesses, as well as insurance services. He is committed to helping clients reach their financial goals.
SPECIALIZATIONS
Tulsa, OK
23 Years Experience
0 Disclosures
ADVISOR BIO
Robert Gerald Taylor is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. Robert has a broad range of experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and trusts. Robert is registered to offer securities and investment advisory services in Arkansas, Colorado, Mississippi, North Carolina, Oklahoma, and Texas. Robert has earned Series 7 and Series 63 licenses as well as the Series 65 license.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
38 Years Experience
0 Disclosures
ADVISOR BIO
Robert Morrissey is a financial advisor currently registered with GWN Securities Inc. Robert has been a Registered Representative since 1986 and an Investment Advisor Representative since 2010. Robert is a Certified Financial Planner (CFP).
SPECIALIZATIONS