Robert Caine, financial advisor Atlanta GA

Robert Caine

CRD Number: 6529379
Current Firm: Invesco Advisers, Inc.

Robert Caine (CRD# 6529379) is an Investment Advisor Representative working at Invesco Advisers, Inc. in Atlanta, GA and has over 6 years of experience in the finance industry.

Similar Advisors
Ashley Abate, financial advisor Atlanta GA
Ashley F. Abate
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Ashley Abbott, financial advisor Atlanta GA
Ashley G. Abbott
CRD# 5147159
Raymond James & Associates, Inc.
Similar Advisors
Natalia Abbott, financial advisor Atlanta GA
Natalia E. Abbott
CRD# 5016374
Ubs Financial Services Inc.
Company Name Location Dates Years
Invesco Atlanta, GA Mar 2020 - Current 1
Thornburg Securities Corp Santa Fe, NM May 2018 - Feb 2020 1
Oppenheimerfunds New York, NY Dec 2015 - Apr 2018 2
Axa Advisors, LLC New York, NY Aug 2015 - Oct 2015 < 1
Unemployed Atherton, CA Aug 2013 - Aug 2015 2
Trinity University San Antonio, TX Aug 2011 - May 2015 3
Dr. Richard Irwin San Antonio, TX Dec 2012 - Jan 2015 2
Trinity University San Antonio, TX Jun 2013 - Jul 2013 < 1
San Antonio Scorpions San Antonio, TX Feb 2013 - May 2013 < 1
Unemployed Atherton, CA Aug 2012 - Jan 2013 < 1
Menlo Circus Club Atherton, CA May 2012 - Jul 2012 < 1
Unemployed Atherton, CA Aug 2011 - Apr 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Robert N. Caine
Phone Number: 404-892-0896
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    702,598
    MILLIONS
  • Total Number of Accounts
    26,127
    ACCOUNTS
  • Average Account Value
    $26,891,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.