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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed
location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Robert Joseph Raymond is a Registered Investment Advisor representative with RR Advisors, LLC in Dallas, Texas. Robert Joseph Raymond is registered to provide investment advice in Texas. Robert Joseph Raymond became an Investment Advisor Representative with RR Advisors, LLC on March 1, 2004 and holds a Series 65 license which was attained in May 2004. Robert Joseph Raymond is a member of the board of managers for Pennant Oil and Gas LLC and MWM Energy, LLC. Robert Joseph Raymond's advisory services include portfolio management for businesses and portfolio management for pooled investment vehicles. RR Advisors, LLC has an office in Dallas, Texas.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

HOUSTON, TX

0 Disclosures

ADVISOR BIO

Robert Burns is a registered Investment Advisor Representative with FCA Corp. based in Houston, Texas. Robert has been in the industry since January 2004, and is also a CPA with a tax practice. Robert is an officer of certain entities that are clients of FCA Corp.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

SALT LAKE CITY, UT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Robert Reed Haslam is a financial professional with over 4 years of experience in the industry. Robert is registered with Goldman Sachs & Co. LLC, where Robert is a registered representative. Robert is licensed in the state of Utah and specializes in various financial services, including portfolio management for individuals, businesses, and pooled investment vehicles. Robert also offers educational seminars and publishes periodicals to help clients better understand their financial options.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Davenport & Co. LLC

location

RICHMOND, VA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Robert Gragnani jr is a registered investment advisor representative for Davenport & Co. LLC. Robert has been in the industry for over 16 years. Robert is licensed in Virginia. Robert specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

NASHVILLE, TN

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Robert Chaffin Ramsey is an investment advisor representative with Robert W. Baird & Co. Inc. Robert has been in the securities industry since February 16, 1986. Robert is currently registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of Florida and Tennessee. Prior to joining Robert W. Baird & Co. Inc. Robert was employed by MORGAN STANLEY DW INC., THE ROBINSON-HUMPHREY COMPANY, LLC, and JACQUES-MILLER INVESTMENT COMPANY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

SAN DIEGO, CA

0 Disclosures

ADVISOR BIO

Robert Thomas Carnegie is a financial advisor with The Colony Group, LLC based in Phoenix, Arizona. Robert Carnegie has been working in the financial services industry since 2011. Robert Carnegie has a Certified Financial Planner designation and is registered to provide investment advice in Arizona. The Colony Group, LLC is a registered investment advisor with offices in Boston, Massachusetts and Phoenix, Arizona.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

HOUSTON, TX

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Robert Ryan Wrobleske is a registered investment advisor representative with Oppenheimer & Co. Inc. Robert has been in the securities industry since August 18, 1987. Robert has held previous positions with Stanford Group Company, Wachovia Securities, LLC, and Prudential Securities Incorporated. Robert holds Series 7, 31, 63, and 65 licenses. Robert specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

HUB Investment Partners, LLC

location

AUSTIN, TX

0 Disclosures

ADVISOR BIO

Robert Vassilev is an Investment Advisor Representative with HUB Investment Partners, LLC. Robert is a registered Investment Advisor in the state of Texas, having passed the Uniform Investment Adviser Law Examination in July 2024. Robert joined HUB Investment Partners, LLC in September 2022. Prior to that, Robert held positions at MKTG, Liquid To Lips, North Italia, Texas A&M University Corpus Christi at RELLIS and Westlake High School.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Willis Investment Counsel Inc. | CFA ® (Certifications)

location

GAINESVILLE, GA

0 Disclosures

ADVISOR BIO

Robert Willis is a financial advisor with Willis Investment Counsel Inc. Robert is a Chartered Financial Analyst. Robert has been in the industry since April 1979 and is registered as an Investment Advisor Representative in Georgia and Texas. Robert has specialized expertise in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles. Willis Investment Counsel Inc. provides financial advice for corporations or other businesses, individuals, high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
OTHER FIRMS MANAGE PART OF THE ITEM 5F AMOUNT FOR WHICH WE ALSO HAVE MANAGEMENT AND/OR ADVISORY RESPONSIBILITY.
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Northern Trust Securities, Inc.

location

CHICAGO, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Robert Morris Parise is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Northern Trust Securities, Inc. and has previously worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., BANC ONE SECURITIES CORPORATION, and FIRST CHICAGO NBD INVESTMENT SERVICES, INC. Robert holds multiple licenses including Series 3, 6, 7, 24, 63, and 65. Robert specializes in working with individuals, corporations, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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