Robert Barre (CRD# 7124156) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 5 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | May 2019 - Current | 5 |
| Axa Advisors, LLC | New York, NY | May 2019 - Jun 2020 | 1 |
| Texas A&m University | College Station, TX | Aug 2015 - May 2019 | 3 |
| Fidelity Investments | Westlake, TX | Jun 2018 - Aug 2018 | < 1 |
| Pcl Construction | Katy, TX | Jun 2016 - Aug 2016 | < 1 |
| El Toro Mexican Restaurant | Clute, TX | Apr 2015 - Aug 2015 | < 1 |
| Brazoswood High School | Clute, TX | Aug 2011 - May 2015 | 3 |
| City Of Clute | Clute, TX | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- TX
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Total Assets Under Management289MILLIONS
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Total Number of Accounts1,521ACCOUNTS
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Average Account Value$189,881
- 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)
HI, TX
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