Robert Haggard (CRD# 2073194) is an Investment Advisor Representative working at Ucap Americas in Miami, FL and has over 33 years of experience in the finance industry. Robert Haggard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ucap Asset Management | Miami, FL | Sep 2020 - Current | 3 |
| Adi Dassler Family Office LLC | Alpharetta, GA | Mar 2019 - Sep 2020 | 1 |
| Adi Dassler International Family Office Usa Limited Partnership | Nassau, | Mar 2018 - Jun 2019 | 1 |
| Acg Wealth Inc. | Atlanta, GA | Sep 2015 - Mar 2018 | 2 |
| Piedmont Energy Consortium | Atlanta, GA | Jan 2014 - Sep 2015 | 1 |
| Piedmont Private Equity | Atlanta, GA | Jun 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- CA
- FL
- GA
- MS
- SC
- TX
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Total Assets Under Management165MILLIONS
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Total Number of Accounts222ACCOUNTS
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Average Account Value$745,239
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, DE, FL, GA, IL, MS, NY, PR, SC, TN, TX, VA
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