Robert Madison (CRD# 7326403) is an Investment Advisor Representative working at Bip Wealth, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bip Wealth, LLC | Atlanta, GA | Mar 2022 - Current | 2 |
| E*trade Securities LLC | Alpharetta, GA | Mar 2021 - Feb 2022 | < 1 |
| E*trade Securities LLC | Alpharetta, GA | Jul 2020 - Mar 2021 | < 1 |
| Unemployed | Warminster, PA | Apr 2020 - Jul 2020 | < 1 |
| Enterprise Rent-a-car | Newtown, PA | Jul 2019 - Apr 2020 | < 1 |
| Enterprise Rent-a-car | Birmingham, AL | Jul 2018 - Jul 2019 | 1 |
| Berry College | Rome, GA | Aug 2014 - May 2018 | 3 |
| Council Rock North High School | Newtown, PA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2021 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- GA
-
Total Assets Under Management2,834MILLIONS
-
Total Number of Accounts7,272ACCOUNTS
-
Average Account Value$389,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, DC, FL, GA, IL, KY, LA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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 derived from SEC.gov data covering 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.
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.