Robert Johnson (CRD# 4318220) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Austin, TX and has over 18 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 |
---|---|---|---|
Cibc Private Wealth Advisors | Austin, TX | Apr 2023 - Current | 1 |
Thornhill Securities | Austin, TX | Nov 2019 - Jan 2023 | 3 |
Realized Holdings | Austin, TX | Jun 2019 - Jan 2023 | 3 |
Wealthforge | Richmond, VA | Jul 2019 - Nov 2019 | < 1 |
Kestra Financial | Austin, TX | May 2018 - Apr 2019 | < 1 |
Infinex Investments, Inc. | Meriden, CT | Oct 2016 - May 2018 | 1 |
Voya Financial Advisors, Inc. | Windsor, CT | Sep 2014 - Oct 2016 | 2 |
Voya Financial | Windsor, CT | Sep 2014 - Oct 2016 | 2 |
Ing Financial Partners, Inc. | Windsor, CT | Apr 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2005 |
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- TX
-
Total Assets Under Management57,309MILLIONS
-
Total Number of Accounts29,445ACCOUNTS
-
Average Account Value$1,946,291
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
- Other
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
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.